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.
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    • 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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    • 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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      • 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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CCM Honored as a 2016 Dakota-Scott Employer of Excellence

Employer of Excellence
CCM Honored as a 2016 Dakota-Scott Employer of Excellence

Hastings, MINN. (June 10, 2016)—Carlson Capital Management (CCM) is happy to share the news that the firm has been recognized by the Dakota-Scott Workforce Development Board as an Employer of Excellence. In the Board’s inaugural year of granting the award, CCM was one of nine employers honored at an event May 25, 2016.

Small businesses that participated in the program completed a survey that delved into the areas of employee training and development, hiring and retention of employees, benefit plans and more. Employers of Excellence Award recipients were recognized for their top rankings in these categories.

According to Scott Feraro, Carlson Capital Management Director of Human Capital, CCM received notable recognition especially for the firm’s investment in professional development and training. CCM was also noted for the longevity of its employee tenures with the firm. “This is particularly rewarding to us given the resources and strategic planning we’ve intentionally dedicated to these important aspects of our firm.”

Carlson Capital Management, founded in 1987 has grown from a firm of five employees with $100 million in assets under management in 1999, to a firm of 40 employees managing $1.4 billion in assets under management in 2016.

“We are honored to be one of the first businesses in the area to be presented with this award,” said Co-Founder/Principal, Jeff Carlson, “We’re very proud of our talented colleagues at Carlson Capital Management, and it has been a priority for our firm, even in the early years, to invest in the personal and professional development of our team members.”

For more information about the program visit Dakota-Scott Workforce Development Board Employer of Excellence.


Related disclosures:

The Dakota-Scott Workforce Development Board does not have the criteria for this award publicly posted, other than during the open application period for the award. CCM did not pay a fee to receive this award, and has paid no fees to the Workforce Development Board to promote this award. The organization invites eligible employers in the county to submit a survey for consideration of the award. The Dakota-Scott Workforce Development Board independently honored CCM.

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Hastings, MINN. (June 10, 2016)—Carlson Capital Management (CCM) is happy to share the news that the firm has been recognized by the Dakota-Scott Workforce Development Board as an Employer of Excellence. In the Board’s inaugural year of granting the award, CCM was one of nine employers honored at an event May 25, 2016.

Small businesses that participated in the program completed a survey that delved into the areas of employee training and development, hiring and retention of employees, benefit plans and more. Employers of Excellence Award recipients were recognized for their top rankings in these categories.

According to Scott Feraro, Carlson Capital Management Director of Human Capital, CCM received notable recognition especially for the firm’s investment in professional development and training. CCM was also noted for the longevity of its employee tenures with the firm. “This is particularly rewarding to us given the resources and strategic planning we’ve intentionally dedicated to these important aspects of our firm.”

Carlson Capital Management, founded in 1987 has grown from a firm of five employees with $100 million in assets under management in 1999, to a firm of 40 employees managing $1.4 billion in assets under management in 2016.

“We are honored to be one of the first businesses in the area to be presented with this award,” said Co-Founder/Principal, Jeff Carlson, “We’re very proud of our talented colleagues at Carlson Capital Management, and it has been a priority for our firm, even in the early years, to invest in the personal and professional development of our team members.”

For more information about the program visit Dakota-Scott Workforce Development Board Employer of Excellence.


Related disclosures:

The Dakota-Scott Workforce Development Board does not have the criteria for this award publicly posted, other than during the open application period for the award. CCM did not pay a fee to receive this award, and has paid no fees to the Workforce Development Board to promote this award. The organization invites eligible employers in the county to submit a survey for consideration of the award. The Dakota-Scott Workforce Development Board independently honored CCM.

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