Ulland Investment Advisors

A Legacy of Providing Personalized Wealth Solutions

Ulland Investment Advisors (UIA) is a boutique investment advisory firm founded on the principle of building and securing wealth for our clients. Driven by over two decades of experience across both fixed income and equity markets, our team of experts has identified unique investment opportunities to meet diverse client goals.

Our Expertise: Tailored Solutions for Every Investor

UIA designs separately managed accounts that reflect each client's individual risk tolerance and return expectations. Our investment strategies span across various asset classes, including:

Intelligent Fixed Income Strategies

• Intelligent Fixed Income GOV: Provides current income and principal preservation through investments in U.S. Treasuries.
• Intelligent Fixed Income IG: Targets a combination of long-term capital appreciation and meaningful current income through carefully selected fixed income securities.
• Intelligent Fixed Income: Focused on maximizing income generation and utilizing Qualified Dividend Income (QDI) for tax optimization.

Equity-Focused Strategies

• Defensive Growth: Achieves a balance between capital appreciation and current income through a diversified portfolio of stocks and fixed income.
• Intelligent Blend: Invests primarily in common stocks, offering long-term capital growth potential.
• Strategic Equity: Aims for long-term capital appreciation through a concentrated portfolio of high-quality stocks.

Additional Services

• Weekly market updates via email
• Personalized news and commentary
• Investment research and analysis

Leadership & Investment Philosophy

At UIA, we believe in meticulous risk management and strategic asset allocation to create a robust and diversified portfolio for every client. Our experienced leadership team, led by James Ulland, former regulator of securities and banks, understands the importance of diversification and tailored solutions to achieve your financial goals.

Our Commitment

UIA is committed to open communication, personalized service, and building lasting relationships with our clients. We prioritize transparency and individual guidance to empower you to make informed financial decisions.