Ulland named to Broadridge’s Top 40 — across three SMA strategies

A quick and proud note for this month.

Three of our SMA strategies were recently (June) named to Broadridge’s Top 40 Money Managers (powered by Lipper) for the 12 quarters ended March 31, 2026.

Our strategy fact sheets are here:

• Intelligent Fixed Income (Preferred Stock)
• Intelligent Blend (U.S. Equity)
• Intelligent Fixed Income Gov (Treasury)
• Defensive Growth (Multi Asset Class)

Want to connect? Let’s Talk: Schedule an Intro Meeting.  

Summer is here, enjoy it! -Nat

Please click the strategy name to view the full Top 40 list for each strategy.

• Intelligent Fixed Income — #5 of 1,032 in the U.S. Fixed Income (All Styles) category | $192.3M AUM
• Defensive Growth — #15 of 333 in the U.S. Balanced/Multi-Asset (All Styles) category | $151.1M AUM
• Intelligent Blend — #37 of 246 in the U.S. Diversified/Multi-Cap Equity category | $38.9M AUM

Ranking source: Broadridge MarketPlace (powered by Lipper), Top 40 Money Managers, for the 12 quarters ended 3/31/2026, based on net-of-fee composite returns. Strategy assets as of 3/31/2026. Rankings reflect past performance and are not indicative of future results.

 

No compensation has been provided directly or indirectly by Ulland Investment Advisors, LLC in connection with obtaining or using the third-party rating. Rankings were released on 6/1/2026.

Best Money Managers is a comprehensive survey of institutional money managers’ performance. All rankings in this publication have met the following requirements:
• Performance must be calculated “net” of all fees and brokerage commissions. This means after all fees and commissions have been deducted;
• Performance must be calculated inclusive of all cash reserves;
• Performance results must be calculated in U.S. dollars, that is, from the perspective of a U.S.-based investor;
• Performance results must be calculated on an asset base which is at least $10 million in size for traditional” U.S. asset classes (equity, fixed income, balanced accounts) or at least $1 million in the case of international and “alternative” U.S. asset classes;
• The classification of the product must fall into one of the categories which Broadridge ranks. Broadridge only publishes rankings for categories/time period combinations for which Broadridge has at least 20 contenders.

Best Money Managers is published quarterly. While Best Money Managers acts only in a reporting capacity, every effort has been made to ensure the accuracy of the information. The “BROADRIDGE Best Money Managers, powered by Lipper” ranks investment managers against peers that have submitted performance history to the Broadridge/Lipper Marketplace database. Performance rankings are available for the most recent quarter, 4 quarter, 12 quarter, 20 quarter and 40 quarter periods. Investment managers are ranked by investment strategy performance relative to peers. Broadridge rankings are not intended to constitute investment advice or predict future results. Rankings are generally based upon information prepared and submitted by advisers. Please visit the Broadridge Marketplace website (https://marketplace.broadridge.com/marketplace) for more details about the “BROADRIDGE Best Money Managers, Powered by Lipper” rankings.

The information contained in this commentary is not investment advice for any person. It is presented only for informational purposes. Included information has been obtained from sources considered reliable, but we do not guarantee that the foregoing materials are accurate or complete. Investors should contact Ulland Investment Advisors for individualized information prior to deciding to participate in any portfolio or making any investment decision. Ulland Investment Advisors does not provide tax advice. All investors are strongly urged to consult with their tax advisors regarding any potential investment.

Performance quoted is past performance. Past performance is not indicative of future performance. There is always a possibility of loss. Current performance may be lower or higher than performance shown. Differences in performance versus the indices/funds may be attributable, in part, to differences in the asset make-up of the strategy vs. the indices/funds. Performance calculations are based on the reinvestment of dividends and gains unless these amounts were paid out to the client. Performance is subject to revision. See www.ullandinvestment.com for important strategy disclosures.

This does not constitute a recommendation of any investment strategy or product for a particular investor. Investing involves risk; principal loss is possible. Investors should consider the investment objectives, risk, charges, and expenses of the strategy carefully before investing. This and other important information can be obtained by contacting Ulland Investment Advisors at www.ullandinvestment.com or 612.312.1400.

6/5/2026