Our team of investment professionals has designed and implemented investment strategies for institutional investors for over 20 years.
UIA Investment Management, LLC (“UIA-IM”), a subsidiary of Ullico Investment Advisors, Inc., is a fixed income management firm offering a range of investment strategies tailored to meet the needs of institutional investors, including multiemployer, public, and corporate pension funds; endowments and foundations; and government reserve funds. UIA-IM manages a range of traditional and custom investment grade, fixed income strategies. Before founding UIA-IM in 2018, the senior team worked closely with Ullico as sub-advisors since 1996.
Our Investment Strategies
Our goal is to generate attractive and consistent risk-adjusted returns
Core Fixed Income Strategy
Invests in the full range of investment grade spread sectors (i.e., Agency MBS, Corporate Credit, CMBS, and ABS)
Cash Plus Strategy
Ultra-short high-quality strategy offering attractive alternative to STIF or money market funds. Appropriate for secondary liquidity pools.
Custom strategies designed to meet the risk and return objectives of institutional fund sponsors
Fixed Income Resources
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Ullico Investment Advisors, Inc. (“UIA”), a registered investment adviser with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940, as amended, is the manager of the fixed income investment strategies and has retained UIA Investment Management, LLC (“UIA-IM”) as the sub-adviser for the strategies. UIA-IM is a UIA subsidiary and a Relying Adviser in reliance upon an umbrella registration of UIA.
Statements of investment objectives are statements of objectives only. They are not projections of expected performance or guarantees of investment results. Actual performance and results may vary substantially from the stated objectives.