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 commonly-held 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.
    • CCM In the NewsA collection of articles, links and press releases featuring CCM, including interviews in publications and features in national industry rankings.
    • Video LibraryShort videos that introduce you to our team, our approach and the CCM story.
    • Women’s InitiativeResources and information related to CCM’s Women’s Initiative: Promoting the Financial Empowerment of Women.
    • Introduce CCM to OthersThe majority of new clients come from referrals from current clients. Access information that introduces colleagues and friends to CCM.
  • Contact Us
    • Request a ConversationTake the next step in learning more about our integrated wealth management services by requesting a conversation with one of our advisors.
    • Contact Our TeamEmail one of our team members directly or send a general inquiry to the firm.
    • Client Servicing ContactsFind the CCM team member who can help with your specific question or request.
    • Join a MeetingJoin your scheduled meeting with Carlson Capital Management.
    • LocationsWe always appreciate the opportunity to meet face-to-face in one of our offices or at a location convenient to you.
    • CareersLearn about employment opportunities and apply online.
  • Request a Call

CCM Security

Tim Jackson

Director of Operations & Technology
507.321.4003
507.645.6408 (Fax)
Email Tim

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.

Carlson Capital Management Security

We use many controls to protect data at Carlson Capital Management. Our electronic data resides in a secure data center, with a documented disaster recovery plan that includes redundant and failover servers, routers and switches. We employ an advanced access control framework that enables secure authentication, records logs of user activity and allows administrators to control which users have access to servers, applications, files, and folders. Limiting who has access to our system dramatically reduces the chance of an unauthorized party accessing confidential data. Data center operations staff follows a best practice system-hardening process to strengthen our core systems and network devices from potential attacks.

Data Center Security

Our hosting provider performs the following information security testing:

  1. Vulnerability Scans: Regular vulnerability scans are performed to help ensure systems are configured appropriately to reduce the likelihood that vulnerabilities will impact operations.
  2. Penetration Tests: Periodic penetration tests are performed to help ensure controls are operating as intended. Various scenarios have been used for different tests and processes continue to be changed periodically.
  3. Audits: SSAE 16 SOC 1 Type 1 and SOC 2 Type 2 audits help evaluate an organization’s information systems relevant to security, availability, processing integrity, confidentiality and privacy.

CCM Client Portal

The CCM Client Portal provides secure and anytime access to an interactive big picture, real-time overview of all of your CCM-managed accounts. The majority of our clients are using the portal to access their data and quarterly statements. In addition to this being a secure delivery vehicle, not printing your statements (containing account numbers and balances) helps to mitigate identity theft as well.

We encourage you to consider the CCM Client Portal if you are not already utilizing this service. To register please click here, or you can call and speak with any member of our client servicing team for assistance with logging in.

CCM Business Risk Mitigation Committee

We have an internal committee of colleagues who meet regularly to review the firm’s business practices and procedures with the intent of identifying and addressing potential areas of risk mitigation. The committee consists of a diverse group of colleagues representing teams and departments throughout the firm, ensuring a broad range of representation and coverage for the organization.

Fraud Prevention

An update from Schwab reported that more than 90% of fraud attempts reported by advisors involved a falsified email. In other words, fraudsters use malware to steal email login credentials, then contact advisors disguised as the client.

We share this with you to underscore the importance of our practice of not accepting trade, wire or account transfer requests via phone messages or email. All such requests are required to be made by a live phone call, or in person. We pride ourselves on knowing you and providing personal customer service at CCM and it is never our intent to offend you if we ask you to verify your identity—it is because of the increasing frequency of fraudulent attempts.

CCM Privacy Policy and Related Practices

Each year we update our Privacy Policy which outlines how we handle and maintain confidential personal information as we fulfill our commitment and our obligations to protect your privacy. A link to that policy is included here for your reference.

We hope these communications on data security have been helpful to you. Again, please contact any of us at Carlson Capital Management if you have questions.

We consider security to be a partnership between us and our clients. Taking some basic, preventative steps can help make your personal information more secure. To find out more, please click below:

security-client

Client Security

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