June 18, 2024 (Northfield, Minn.) – In its inaugural year, InvestmentNews Awards has named the Carlson Capital Management (CCM) team an excellence awardee for the RIA Team of the Year award. CCM’s nomination honors the firm’s commitment to stewardship and innovation, consistent themes woven into the organization’s 35-year history to help families use their wealth to accomplish what is most important to them.

Carlson Capital Management CEO Justin Stets says, “We are deeply honored by the trust our clients place in our team—the foundation for this nomination. We’re delighted to receive national affirmation of our team’s efforts to deliver wisdom and extraordinary care to the families we serve to help them achieve their financial and legacy goals.”

According to InvestmentNews, nominees in CCM’s award category—RIA Team of the Year (10 Advisors or More)—are judged by following criteria: employee value proposition, overall client service and relationship management, unique business plan and strategies to interact with new and existing clients, spirit of innovation with use of wealth technology and digital platforms/tools, and industry reputation. CCM is one of eight finalists that will be honored for outstanding teamwork and excellence in wealth management at an award ceremony in New York at the end of June.

2024 is the first year of the InvestmentNews awards in which the publication is honoring financial advisors, wealth professionals, and key executives in financial services. The methodology for the awards can be found hereInvestmentNews engaged an independent judging panel to assess and vote for winners in each category. CCM did not pay a fee to receive this award or receive any compensation for this award. CCM is paying for employee representatives of the firm to attend the award event in June of 2024.