Carlson Capital Management

Integrated Wealth Management

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  • Our Firm
    • Who We AreFirmly grounded in foundational values, and intensely focused on each client’s well-being, Carlson Capital Management has been redefining partnership for more than thirty years.
    • Our TeamOur approach to wealth management is to surround you with a team of experts who work together to integrate all of the key financial disciplines into one plan.
    • HistoryKey events and milestones since the founding of our firm in 1987.
    • Community CommitmentIn the same way that we value the deep and lasting partnerships we have with our clients, we place a strong value on being partners in our communities.
    • Mission StatementOur team is guided by this mission each and every day. It’s what gets us up in the morning, and sometimes keeps us awake at night.
    • Zero Alpha GroupFounded in 1995, the Zero Alpha Group community is a national network of eight independent investment advisory firms.
  • Our Clients
    • Client ProfileOur clients are individuals, families, businesses and foundations with many varying goals and situations, but one thing in common – the need and desire for integrated solutions.
    • Fiduciary StandardsIntegrity, trust, expertise and care are hallmarks of the CCM experience. They are at the root of all we do and the essence of who we are.
    • Fee StructureOur independent, fee-based status allows us to focus on one simple thing: what is in the best interest of our client.
    • Make a ReferralThe majority of new clients come from referrals from current clients. Access information that introduces colleagues and friends to Carlson Capital Management.
  • Our Approach
    • Foundational ValuesOur deep commitment to each client we serve is built upon foundational values like honesty, hard work, and a strong sense of personal dedication.
    • Integrated ExpertiseOur unique, integrated approach to wealth management unlocks opportunities that our clients and their families deserve.
    • Disciplined PerspectiveOur long-term perspective provides the patience, guidance and discipline required for steady growth and protection.
    • Independent InsightOur independent, fee-based structure ensures the highest levels of objectivity, integrity, and fiduciary responsibility.
  • Services
    • Integrated Wealth ManagementOur Integrated Wealth Management approach surrounds clients with a team who apply their expertise to integrate all of the financial disciplines.
    • Carlson PortfoliosCarlson Portfolios offers a solution for clients whose situations are less complex than a traditional CCM Integrated Wealth Management client.
    • Retirement Plan ServicesComprehensive integrated retirement plan solutions.
    • Institutional Portfolio ServicesInvestment advisory and fiduciary consulting for foundations, endowments and associations.
    • Risk ManagementSome things in life are predictable, while others are random. Managing risk is as important as seeking opportunities.
    • American Center for PhilanthropyWe develop and implement a philanthropic plan that matches your desire to make a difference and leave a legacy.
    • CCM Tax & Trust AdministrationA wholly-owned affiliate of CCM that provides tax return preparation services.
    • Carlson TrustProvides trust solutions for clients whose financial, family or business needs require the services of a professional fiduciary.
  • News and Resources
    • Recommended ReadingArticles and resources to give you access to our top picks in investment education, timely industry perspectives, interesting data and financial planning insights.
    • Articles and PublicationsA library of topical publications and articles written by CCM team members specifically for our clients.
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    • Introduce CCM to OthersThe majority of new clients come from referrals from current clients. Access information that introduces colleagues and friends to CCM.
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    • Locations
      • northfield

        Northfield
        11 Bridge Square
        Northfield, MN 55057
        507.645.8887

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        hastings

        Hastings
        118 4th Street East
        Hastings, MN 55033
        651.437.2360

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        bloomington

        Bloomington
        1700 West 82nd St, Suite 110
        Bloomington, MN 55431
        952.230.6700

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        Rochester
        30 3rd St SE, Suite 201
        Rochester, MN 55904
        507.288.9797

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Recommended Reading

Articles and resources to give you access to our top picks in investment education, timely industry perspectives, interesting data and financial planning insights.

Sharpe’s Arithmetic of Active Management

Posted on April 22, 2014
 

In The Arithmetic of Active Management, William Sharpe does a fantastic job of taking a very complex issue and breaking it down into its two most fundamental problems. He uses only the most basic elements of math to show that passive investors will always outperform the average active investor. William Sharpe is a Nobel laureate, creator of the Sharpe Ratio, and major contributor to the development of the capital asset pricing model. ... [Continue Reading]

Ten Interesting Charts on How America Pays Taxes

Posted on April 15, 2014
 

As another tax season comes to an end and Americans square up their business with Uncle Sam, we wanted to take a moment to step back and see what purpose tax dollars actually serve. Derek Thompson of The Atlantic has aggregated some interesting charts and graphics to show what we are paying for, how we are paying, who is paying, and how these things have changed. If you would like to alleviate that unknowing feeling as you sign your check (or await your refund) take a look at How America Pays ... [Continue Reading]

New book, “Flash Boys,” shines a spotlight on high frequency trading

Posted on April 8, 2014
 

With the very public release of Michael Lewis’s new book, Flash Boys, much debate has been spurred about high frequency trading (HFT). As is often the case with issues that affect our bank accounts, it is easy to find pundits weighing in from both sides. With all of the debate, the cost is pretty minor, especially in a lower trading volume strategy that is inherent to a passive approach to the market. Even Michael Lewis warned against overreacting when discussing avoiding HFT by avoiding the ... [Continue Reading]

Odds of Predicting the Market are Best When Using a Penny

Posted on April 1, 2014
 

We know two things for certain when it comes to the stock market. The first is that, eventually, the market will go down. The second is that when there seems to be a new pundit on the scene each week, claiming the market will go down, one of them will eventually be right. As you read the sky-is-falling headlines that plague financial news and consider what this means for your portfolio, keep in mind that you would be better off consulting the wisdom of a penny and not reading these articles at ... [Continue Reading]

Recap of new Federal Reserve Chairwoman Yellen’s First Press Conference

Posted on March 25, 2014
 

Last week, in the first Janet Yellen-led FOMC meeting, we got clarity in what we should expect from Ben Bernanke’s successor. At least as of the first meeting, it appears that we will not experience any significant changes of direction. In Yellen Defends Fed’s Decision to Forgo Unemployment Threshold, Simone Pathe of PBS summarizes Yellen’s justification for changing the required conditions to raise the federal funds rate, perhaps the most significant outcome from the meeting. ... [Continue Reading]

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