Ulland Investment Advisors, LLC

Ulland Investment Advisors is an SEC-registered adviser that provides discretionary and non‑discretionary investment supervisory services to individuals and a range of institutional clients, including banks, pension and profit‑sharing plans, trusts and corporate entities. As of December 31, 2025 the firm managed approximately $442.9 million and implements portfolios through broker/dealers or other third‑party custodians.

The firm’s investment process emphasizes fundamental analysis and offers five distinct strategies — Intelligent Blend, Defensive Growth, and three fixed‑income strategies (Intelligent Fixed Income, Intelligent Fixed Income IG, and Intelligent Fixed Income GOV) — with the flexibility to hold equities, preferred securities, corporate debt, ETFs and cash according to the mandate. Ulland provides regular performance reporting to clients (including time‑weighted return calculations) and uses third‑party credit ratings from S&P, Moody’s or Fitch to define investment grade in its Intelligent Fixed Income IG strategy; the firm will also implement and maintain margin or borrowing in client accounts upon request.

Compared with many supported firms, Ulland publicly incorporates third‑party ratings into portfolio rules and discloses/produces client performance results and reviews, practices that are relatively uncommon among peers. The firm’s concentrated use of preferred securities within its fixed‑income offerings, its willingness to permit borrowing in separately managed accounts on client request, and its level of assets under management relative to a two‑advisor staff are additional distinguishing operational characteristics.