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 a decade, UIA has identified unique investment opportunities across three core strategies: Intelligent Growth, a small-stock equity strategy; Intelligent Blend, an all-size equity growth strategy; and a unique Defensive Growth strategy which focuses on high dividend yielding trust preferred securities, corporate bonds, and large-cap stocks. UIA designs separately managed accounts to meet your risk tolerance and return expectations.

Defensive Growth

The Defensive Growth strategy is focused on long-term growth while providing a higher degree of short-term stability than the typical portfolio of stocks.

Defensive Growth aims to achieve meaningful dividends— normally 7.0% or greater — with an acceptable level of risk using trust preferred securities as a core holding. Learn More.

Intelligent Blend

The Intelligent Blend strategy seeks to provide you with a balanced portfolio using growth stocks of all sizes: small, medium, and large.

The goal of this strategy is to inject a higher degree of stability into growth stock investing by blending small, high growth companies with larger, more mature companies still growing over 10 percent, annually. Learn More.

Intelligent Growth

The Intelligent Growth strategy seeks to invest in small, growing companies whose fundamentals set them apart as excellent growth prospects. Companies selected for this strategy generally have market values of less than $2 billion.

Companies targeted for our Intelligent Growth portfolios are forecasted to grow revenue and earnings by at least 10 percent, annually. Learn More.

Contact Us

Contact us to discuss your investment goals.
Call 612-312-1400

Email info@ullandinvestment.com