Carlson Capital Management

Integrated Wealth Management

Menu 
  • 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.
    • Contact UsContact the team at Carlson Capital Management.
    • Introduce CCM to OthersThe majority of new clients come from referrals from current clients. Access information that introduces colleagues and friends to CCM.
  • 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 twenty-five 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.
    • 401(k) Plan ServicesComprehensive integrated 401(k) 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.
  • Contact Us
      • Request a Conversation Contact us for a complimentary discovery meeting, or for a second opinion on your current financial plan.

         
        Request a Conversation

        Contact Our Team Quickly find the CCM team member who can help with your specific question or request.

         
          Client Servicing Contacts
          Our Team

        Contact Our Firm   Email Us
          Locations
          Careers
          Introduce CCM to Others
    • Locations
      • northfield

        Northfield
        11 Bridge Square
        Northfield, MN 55057
        507.645.8887

        Directions: Print | Map

        hastings

        Hastings
        118 4th Street East
        Hastings, MN 55033
        651.437.2360

        Directions: Print | Map

        bloomington

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

        Directions: Print | Map

        rochester

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

        Directions: Print | Map

  • Client Login

New Minnesota Municipal Bond Fund Launched

Carlson Capital Management Offers New Minnesota Municipal Bond to Diversify Investing Options for Client Portfolios

Northfield, MN, (August 9, 2017) – Carlson Capital Management announced today that it added Dimensional Fund Advisors’ new Minnesota municipal bond portfolio to its investment line-up as part of its commitment to providing clients with a low-cost, diversified option that enhances their portfolio while also supporting the local infrastructure.

The DFA MN Municipal Bond Portfolio (Ticker: DMNBX) – which was launched by Dimensional Fund Advisors LP in July – offers an expense ratio that is approximately 37% less than the expense ratio for the lowest cost Minnesota municipal bond fund available as of July 3, 2017,i based on Carlson Capital Management’s research. In addition, the fund seeks to provide current income that is expected to be exempt from federal personal income taxes and Minnesota state personal income taxes.

The spirit of Carlson Capital Management’s business strategy of bringing the fiduciary standard to life is exemplified by this new fund offering, which includes what the firm believes are the best available options in their clients’ portfolios. After the company– which is based in and serves many residents in the state of Minnesota – identified a gap in the market for a low-cost, highly diversified Minnesota municipal fund, the firm worked with Dimensional Fund Advisors to develop a solution.

“After struggling to identify a municipal fund that we felt would behave in the best interest of our Minnesota clients, we began a conversation with Dimensional Fund Advisors, who expressed a desire to create a strong solution,” said Adam Hoffmann, CFP ®, AIF ®, Director of Investments & Research at Carlson Capital Management. “The inspiration for and inclusion of this fund in our offering illustrates our commitment to our clients, as fiduciaries, to provide them with what we believe to be the best investing options available.”

“We are excited to announce the DFA MN Municipal Bond Portfolio,” said Dave Butler, Co-Chief Executive Officer and Head of Global Financial Advisor Services at Dimensional Fund Advisors. “We’re proud to offer this fund to fiduciaries like Carlson Capital Management who aim to provide their clients with investment options that meet their investment objectives.”

David Plecha, Senior Portfolio Manager at Dimensional Fund Advisors, added, “At Dimensional, portfolio design and implementation are inextricably linked. Our research and portfolio management teams worked to design a low-cost, high-quality offering that we believe will meet the needs of investors seeking Minnesota tax-free income.”

####

About Carlson Capital Management
Based in Northfield, MN, Carlson Capital Management is an independent financial planning and investment advisory firm that offers clients an integrated wealth management experience including the key disciplines of investment, estate, tax, retirement, risk management, and philanthropic planning. Carlson adheres to a fiduciary standard in order to ensure their clients’ financial plans are complete, optimized, and integrated.

About Dimensional Fund Advisors
Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, they help investors pursue higher expected returns through advanced portfolio design and careful implementation. With clients around the world, Dimensional has 12 offices in eight countries and global assets under management of US$518 billion as of June 30, 2017. Learn more at us.dimensional.com.

MEDIA CONTACT
FiComm Partners
Clare McLaughlin
clare.mclaughlin@ficommpartners.com
(917) 636-4808

i The expense ratio is based on anticipated fees and expenses the first full fiscal year. Source: Morningstar Direct. Based on mutual funds with >80% holdings in Minnesota municipal bonds as of 7/3/2017.

Read the story behind the new fund, and CCM’s involvement in our July 2017 Investment Insight: Beyond the Fiduciary Standard in Portfolio Managment.

Quick Links

  • Our Team
  • Our Video Library
  • Our Services
  • Our Locations
  • Contact Us
  • Client Login

CCM In the News

  • CCM Named among the 100 Best Companies to Work for

  • CCM Celebrates Ten Years of CEFEX Certification

  • CCM Named a 2017 Dakota-Scott Employer of Excellence

  • New Minnesota Municipal Bond Fund Launched

Recent Posts from CCM

  • Get Paid to Save for College

  • An Update from the Tax Team: Charitable Giving Strategies in Light of the Tax Cuts and Jobs Act of 2017

  • Markets Have Rewarded Discipline

  • 2018 IRA Actions Related to your 2017 Tax Return

  • Home
  • News and Resources
  • Our Firm
  • Our Clients
  • Our Approach
  • Services
  • Disclosures
  • Client Login
  • Contact Us

Please review Important Disclosure Information related to this website.
 

© 2018 Carlson Capital Management, LLC, d/b/a Carlson Capital Management. Website by Computer Titan.