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CCM Achieves One Billion AUM Mark

Tim Jackson – Carlson Capital Management
Tim Jackson

Director of Operations & Technology
507.321.4003
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Professional Biography
Tim Jackson is Director of Operations and Technology at Carlson Capital Management. In this role, Tim is responsible for oversight of all firm operations and technology. This includes planning, implementing and managing all aspects of technology to enhance both the client and colleague experience at CCM. He is also responsible for ensuring support and maintenance of existing applications, platforms and tools, as well as researching and implementing new solutions on an on-going basis. Tim’s hands-on experience and strong technical aptitude help ensure the overall efficiency and effectiveness of the firm’s operations.

Tim graduated from the University of Wisconsin – Madison, where he earned a Bachelor of Science degree in economics with an emphasis in mathematics. After graduation, he joined a small software company in the Twin Cities, where he worked in research and development. Tim has extensive self-taught computer skills and has significant experience in designing and maintaining websites. In 2017, Tim began a three-year term as a member of the Charles Schwab Technology, Operations, and Service Advisory Board. He also volunteers his technical skills to assist a variety of non-profit organizations. Tim and his family live in Northfield, Minnesota.

Personal Thoughts
Family is very important to me. I grew up with three brothers and three sisters, and my parents have since gone on to adopt thirty more children, bringing the total number of children in my family to thirty-seven. The closeness of my family has instilled in me a strong sense of family values, which I carry forward to my own family now. My wife and I love every second we are with our children, watching them develop and grow.

Growing up in a large family has also given me a great understanding of teamwork and how to get things done. My brothers and sisters would seldom all agree on things, but somehow we managed to compromise and move on without anyone getting left behind. My family experiences have helped me apply these skills of teamwork and compromise in the business world. Teamwork has always been a part of the CCM culture and I’m proud to provide our clients with an experience that reflects this value.

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1B
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Carlson Capital Management Achieves One Billion AUM Mark,
Using Client-Centric Growth Strategy

Minneapolis, MN – June 12th, 2013 – Carlson Capital Management, one of the ZAG (Zero-Alpha Group) member firms, has reached and surpassed the $1 billion milestone for assets under management. The firm has achieved this by relying on the principle of comprehensive client service, acting as the one partner clients need for management of their entire integrated wealth plan. There has not been a proactive M&A plan, – simply growth fueled by client sentiment and a commitment to a holistic care experience on par with the approach utilized by the nation’s best medical practitioners.

By managing everything from clients’ investment portfolios, to their financial plan, estate and philanthropic planning and taxes, Carlson Capital Management has proven to itself and to clients that the foundation of its success as an advisory business is grounded in the integrated platform. A majority of the firm’s clients entrust them with all of their net worth rather than a partial share. The firm believes that this is a testimony to its strength of commitment to delivering true integration. The firm’s core tenets of experience, expertise and care permeate every aspect of the firm’s activities and this dedication to principle has led to a client retention rate of more than 99% annually.

“Our growth platform is what you might call organic – it is driven by our clients and professional advisors who validate their experience with us by referring others in.” says Greg Carlson, CEO and Co-founder. “And this organic growth happens with intention and purpose, and is client-centric. The growth we’re experiencing drives us toward more innovation, leading edge technologies, deeper levels of expertise and multi-faceted planning experiences, and the beauty of it is that our clients are leading us there.”

While the firm has been known for its application of best-in-class technologies, it is focused squarely on delivering a personalized experience for clients, rather than deploying a “model” for growth by acquisition or other means – which makes it relatively rare by large RIA standards these days.

“My brother is a physician”, Carlson continues, “And he asks me, rhetorically, ‘why do you want to grow’? To which he then responds: ‘because you know people need what you provide.’ So we grow with the intention of helping more people, and we grow with the client in mind. Perhaps this is not how RIA firms achieve stratospheric growth, but we will not compromise our depth of care for growth’s sake.”

With a look to the future, Carlson Capital Management has played a vital role in developing and implementing the ZAG learning programs for advisor and staff collaboration forums and leadership training. The firm is an adherent to “passive” investing, and subscribes to the DFA style of investment management.

Carlson Capital Management puts itself through a voluntary audit every year to ensure that its processes and practices are at the very pinnacle of best fiduciary practices in the industry.

Press Contacts: FiComm Partners, Jason Lahita, 973-460-7837, jason.lahita@ficommpartners.com

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Download a PDF version of this press release.

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