Our investment philosophy is sound, rational, efficient, integrated, compelling and well-defined.
As clients join Carlson Capital Management, we are intentional about taking the time to gain a strong understanding of their goals, needs and views about wealth. We also take the time to educate them about the core components of our investment philosophy, and the supporting evidence and research in which it is grounded. We can then ensure that we establish the correct building blocks for their specific situation and position them accordingly. Our goal is to take time and care to align the investment strategy with the goals, needs and risk preferences of our clients.
We develop globally diversified portfolios for each of our clients using a combination of low cost and tax-efficient index funds, passively managed mutual funds and ETFs. A typical portfolio will have 10-12 carefully selected investments. The driving forces behind our investment strategy are discipline, tax-efficiency, competitive returns, diversification and protection of principal. Portfolios are managed to adapt to changing economic conditions, tax considerations, cash-flow needs and the client’s personal situation.
Investment execution only takes place after we have clearly defined a prospective client’s objectives and have placed them on a path to realize those goals.