Ulland Investment Advisors, LLC

Ulland Investment Advisors, LLC is an investment advisory firm founded in 1997 by James E. Ulland. Following his passing, Nathaniel J. Beebe assumed the roles of President, Chief Executive Officer, and Chairman. The firm specializes in fee-based investment supervisory services, managing approximately $451.4 million in discretionary assets as of December 31, 2024. They offer tailored asset management services to institutional and individual investors, with a minimum account size typically set at $500,000 but subject to exceptions. Their investment strategies include Intelligent Blend, Defensive Growth, and Intelligent Fixed Income, among others, each tailored to specific objectives such as capital appreciation or current income. Ulland Investment Advisors primarily uses fundamental analysis and sources information from various financial resources to make investment decisions. They do not engage in performance-based fees and accept discretionary authority to manage client accounts, with fees based on a tiered rate structure depending on the amount of assets under management. The firm does not offer financial planning services for a fee but provides it to clients upon request at no charge. Ulland Investment Advisors does not review proxy statements or vote proxies for client securities unless negotiated individually. The employees, including Nathaniel J. Beebe, James R.G. Skjong, and Jared P. Plotz, have no reportable disciplinary events and adhere to the firm's Code of Ethics. Supervision is conducted by the firm's principal executive officers, ensuring compliance with industry standards and client-focused practices.