Investments Tailored for Your Goals
Ulland Investment Advisors (UIA) is a boutique investment advisory firm dedicated to building and securing our clients’ wealth. For over 20 years, UIA has identified unique investment opportunities across both fixed income and equity markets. Today UIA offers multiple strategies to meet our clients’ goals. UIA designs separately managed accounts to meet your risk tolerance and return expectations. An overview of UIA’s strategies can be found here. As of September 30, 2024, the firm manages $449 million Assets Under Management (AUM).
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Our Strategies
Intelligent Fixed Income
The Intelligent Fixed Income strategy seeks to provide a long-term total return while striving to generate meaningful current income. For taxable accounts, Qualified Dividend Income (QDI), which is currently taxed at a more favorable rate for upper tax brackets, is favored. The Intelligent Fixed Income strategy is for clients seeking a 100% fixed income investment.
Strategy AUM (as of September 30, 2024): $210 Million
Intelligent Fixed Income GOV
The Intelligent Fixed Income GOV strategy seeks to provide current income while maintaining principal value. The strategy invests solely in U.S. Treasuries with maturities no longer than 36 months.
Strategy AUM (as of September 30, 2024): $27 Million
Intelligent Fixed Income IG
The Intelligent Fixed Income IG strategy seeks to provide a long-term total return while striving to generate meaningful current income. The strategy focuses on securities that have at least one investment grade rating (S&P, Moody’s or Fitch). The Intelligent Fixed Income IG strategy is for clients seeking a 100% fixed income investment.
Strategy AUM (as of September 30, 2024): $12 Million
Defensive Growth
The Defensive Growth strategy seeks to provide a combination long-term capital appreciation and current income. The strategy uses both fixed income and common stock. For taxable accounts, qualified dividend income (QDI), which is currently taxed at a more favorable rate for upper tax brackets, is favored. The Defensive Growth strategy is for clients seeking both equity and fixed income exposure.
Strategy AUM (as of September 30, 2024): $163 Million
Intelligent Blend
The Intelligent Blend strategy seeks to provide long-term capital appreciation. The strategy invests predominately in common stocks, primarily in U.S.-based companies of all sizes. The strategy has the flexibility to invest across all sectors and market capitalizations, in addition to holding cash or cash equivalents, ETFs, preferred stock and other fixed income securities. The Intelligent Blend strategy is for clients seeking equity exposure.
Strategy AUM (as of September 30, 2024): $24 Million
Strategic Equity
The Strategic Equity strategy seeks to provide long-term capital appreciation. The strategy invests solely in common stocks, primarily in U.S.-based companies of all sizes. The strategy has the flexibility to invest across all sectors and market capitalizations, in addition to holding cash, cash equivalents and ETFs. The Strategic Equity strategy is for clients seeking a 100% equity investment.
Strategy AUM (as of September 30, 2024): $4 Million
Our Best Idea: Big Bank Preferreds Paying 5%
Learn more about our Intelligent Fixed Income strategy, targeting a 4% to 6% net return for clients using primarily big bank preferreds.
UIA In the News
Meet Nat Beebe 
Nat Beebe is the president and lead portfolio manager at Ulland Investment Advisors. He has managed the Intelligent Fixed Income (IFI) strategies since inception in 2017. He is routinely featured in Barron’s for his view on fixed income, specifically on the preferred stock space.
James Ulland (1942-2024)
Jim was Minnesota’s former chief regulator of securities and banks and the founder of Ulland Investment Advisors. You can read our tribute to Jim here.
