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.
    • 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.
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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

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

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100% Employee Owned

CCM Principals

A MESSAGE TO CCM CLIENTS FROM THE PRINCIPALS:
CCM Colleagues to Share in Firm Ownership

[January 4, 2016]  We are pleased to share that January 1, 2016 marked an important milestone in the life of Carlson Capital Management (CCM).

Carlson Capital Management roots extend back over 33 years to when two brothers entered the financial planning profession fresh out of college. It was a time when the Dow Jones Industrial Index stood at 850, house calls were made, the kitchen was the office and a client had $2,000 to invest.

Today, we are 38 colleagues and growing; we occupy 15,000 square feet of space in four offices; and we manage in excess of 1.3 billion dollars for more than 700 individuals, families, and institutions. The Dow Jones Industrial Index hovers between 16,000 and 17,000, and a client is one who has complex needs surrounding their investments and retirement, tax, estate, insurance and charitable planning.

Central to each day’s work, every business decision we make, and every action we take as a firm is our mission – To be a trusted partner that allows our clients to feel secure in the knowledge that their retirement, investment, estate, tax and philanthropic plans are complete, efficient and organized, in order that they may understand and use their wealth as a tool to accomplish what is important to them.

Carlson Capital Management is taking an exciting step to further the pursuit of this mission and to honor the commitment, professionalism, and loyalty of our colleagues. This month, our colleagues all became shareholders in Carlson Capital Management – and over time, the share of their ownership will increase. In effect, we are moving from three shareholders to more than 35, each of whom are serving out the client-centric mission of CCM and building the foundation for the long term.

While we are certainly not the first Registered Investment Advisory firm to extend ownership to colleagues, we are one of a handful of independent wealth management firms in the country to take this step of honoring the commitment of our colleagues.

Of course, you the client may ask, “This is interesting, but why is this news important to me?”

Here are three reasons we think this is a very important and exciting moment in our shared history:

  • It is through expert, competent, skilled and caring colleagues that we are able to create and sustain the “CCM Experience,” which we deliver to each one of our clients. Every morning when a colleague enters our office they are making a choice to serve our clients and work as a CCM team member. Colleagues can choose to perform their excellent work anywhere, and they choose CCM. Owning a part of the company attracts and retains talented colleagues who are key to delivering the client experience. Succinctly stated, we aspire to be the best in the industry.
  • We care about our colleagues’ lives. We care about them reaching their professional and life goals. We want them to be rewarded for their hard work, creativity, service to clients and commitment. We want them to be co-creators in the CCM Experience and the fulfillment of their goals.
  • We are looking to the future and are focused on continuing to build a sustainable firm. When we started out more than thirty years ago we characterized our work as that of jobs, which over time developed into careers, that have expanded into vocations—and well beyond in terms of the meaning we find in our work. Today, CCM is not about any one person, or any one client—it is about hundreds of people (clients and colleagues) whose lives are significantly impacted by the work we do. Diversifying ownership broadens our foundation, strengthens the engagement of stakeholders, and looks to future sustainability.

As this important event occurs, we don’t think anyone will notice a “light switch” that is suddenly turned on, as we think our colleagues have always acted like owners, but we do think the light will be a little brighter. In the beginning, and the end, that light will first shine on our clients—and we are also excited for our colleagues to bask in the glow.

Sincerely,

CCM Principals Signatures

employee-owned

Watch a short video clip of CCM colleagues discussing what we think it means for clients to work with a wealth management firm owned by its employees.

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CCM In the News

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  • CCM’s Estate Planning Platform Grows

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  • CCM Honored as a 2018 Dakota-Scott Employer of Excellence

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