Jared Perry Plotz

Ulland Investment Advisors LLC (UIA) is an independent registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by James (Jim) Ulland in 1997 and changed its operating structure from a Corporation 100% owned by its founder to a Limited Liability Company (LLC) partnership with four partners in 2020. UIA provides investment supervisory services to high-net-worth clients and manages endowments, trusts, IRAs, rollover IRAs, 401ks, Family Limited Partnerships, and individual taxable accounts.

Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients.

Ulland Investment Advisors LLC (UIA) is an independent registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by James (Jim) Ulland in 1997 and changed its operating structure from a Corporation 100% owned by its founder to a Limited Liability Company (LLC) partnership with four partners in 2020. UIA provides investment supervisory services to high-net-worth clients and manages endowments, trusts, IRAs, rollover IRAs, 401ks, Family Limited Partnerships, and individual taxable accounts.

The Leuthold Group LLC (Investment Management), do-business-as Leuthold Weeden Capital Management (LWCM), is the SEC-registered investment management division of The Leuthold Group LLC headquartered in Minneapolis, Minnesota. The Leuthold Group was founded in 1981 as an independent investment research firm. In 1987, members of The Leuthold Group founded LWCM to provide investment advisory services. The firm is majority employee-owned. LWCM serves as an investment advisor to separately managed accounts, Leuthold mutual funds, Leuthold ETF and a private fund that offers to a wide range of clients, including individuals, trusts, foundations, charitable organizations, corporations, government entities, unions, limited partnerships, endowments, investment companies, and pension plans.

Founded in 1993 by Andrew Wyatt, Cornerstone Capital Management LLC is a registered investment advisor located in Minneapolis, Minnesota. The firm manages investment portfolios for institutions, Taft Hartley funds, foundations, endowments and high net-worth individuals and their families.