CONNECT

Address:

Hibbing: 
2031 Second Ave. E., Suite 200
Hibbing, MN 55746
(218) 262-3815

Virginia:
225 1st St. N., Suite 2100
Virginia, MN 55792
(218) 749-1730

Twin Cities:
7701 France Ave., Suite 100
Edina
, MN 55435

Phone:

Toll-free: (800) 371-8954

Fax/Other:

(218) 262-2149

Investment Planning

We rely on core principles developed and tested since the inception of our firm. These principles are:

  • Asset allocation provides the foundation to managing portfolio risk and volatility
  • Tax efficiency and asset location are critical
  • Portfolio expenses must be scrutinized
  • No single money management firm can be all things to all people
  • Our most important role is to be an objective advocate; our goal is to control costs, be tax efficient, and manage risk, which provides the most effective way of helping you toward your goals.

We leverage the power of technology to drive our disciplined five-step investment process:

  • Advice & planning
  • Portfolio modeling, analysis, & design
  • Investment policy statement (IPS) development planning
  • Implementation, manager search, & selection
  • Ongoing review, due diligence, & reporting