Okabena Advisors
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Ulland Investment Advisors is a boutique investment advisory firm based in Minneapolis, MN, with over 20 years of experience in identifying unique investment opportunities across fixed income and equity markets. They offer a range of strategies tailored to meet clients' goals, including Intelligent Fixed Income, Defensive Growth, Intelligent Blend, and Strategic Equity.
Managed by James Ulland, a former chief regulator of securities and banks in Minnesota, the firm focuses on managing risk through diversification and strategic asset allocation. Nat Beebe, the lead portfolio manager for Intelligent Fixed Income strategies, has been featured in Barron's for his expertise in managing these investment strategies since their inception in 2017.
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