We have never taken for granted the fact that our clients trust us with far more than their financial assets.
No single description summarizes the profile of a client of Carlson Capital Management. Our clients are parents and they are children. They are grandparents and grandchildren. They are employers, employees and retirees. Some are professors and physicians, others are engineers and entrepreneurs. Many of our clients are from Minnesota, but others reside in California, Florida, Arizona and more than fifteen other states. Our clients represent numerous investment personalities, such as family stewards, delegators, accumulators, innovators and novices. They seek an integrated wealth management strategy that aligns their life goals with their financial goals. They value working with a fiduciary team who delivers with experience, expertise and care. They are people who wish to use their wealth as a tool to accomplish what is most important to them.
From a practical standpoint, our experience has demonstrated that with the fully integrated platform and comprehensive service model we provide at CCM, we are best able to assist clients who have a minimum of $1 million in investable assets. Clients with less than this asset level may be interested in the Carlson Portfolios platform. We look forward to hearing from you no matter which service platform may work best for you. What we most enjoy doing is discovering how we might help you attain your goals and add value to your situation.
Integrated Wealth Management: Carlson Capital Management offers a breadth of services that provide its clients with a comprehensive plan, a clear understanding of risk and return, a lower level of tax exposure, and an integrated investment strategy. Clients’ financial affairs are better organized, investment expenses usually decline, and a clear and concise plan is created to guide their estate through multiple generations.
Carlson Portfolios: A solution for clients who do not have the complexity in their situations that require the array of solutions provided by our integrated wealth management platform.