Carlson Capital Management

Integrated Wealth Management

Menu 
  • 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.
  • 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

Active Management

Articles and resources related to Active Management.

Vanguard’s Latest Research Shines Light on Portfolio Returns

Posted on May 15, 2019
 

Understanding how markets function is critical when making investment decisions. This is why Hendrick Bessembinder’s 2018 study of historical stock returns was so important; it revealed to investors that the vast majority of individual stocks underperform. This information is critical. It helps us better understand why active stock-picking managers underperform at such a high frequency, and it gives us a deeper understanding of the importance of portfolio diversification--not just to mitigate ... [Continue Reading]

Topics: Active Management, Diversification, Portfolio Management, Vanguard

Investment Insight: The Impact of Fund Costs

Adam Hoffmann
Adam Hoffmann, CFP®, AIF®
Chief Investment Officer
Published October 17, 2018

One of the foundational underpinnings of our investment approach at CCM is the simple premise that “costs matter.” Over the last 30 years, the internal and execution costs of how we manage portfolios has dropped significantly. This has resulted in savings of hundreds of thousands of dollars for our clients. We are diligent in our analysis of costs relative to the value received by our clients. When investing in mutual funds, the costs of ownership matter. Importantly, these costs need to be ... [Continue Reading]

Topics: Active Management, Dimensional Fund Advisors, Investment Insight, Portfolio Management, Rebalancing

The Tao of Wealth Management

Posted on August 23, 2018
 

There’s a classic line in the 1987 movie “Wall Street,” where Michael Douglas’ character Gordon Gekko states, “lunch is for wimps.” The implication is that in the business of money management, there’s no time to waste, certainly not for something as trivial as lunch. With only so many hours in the workday and a never-ending stream of new information to digest, the idea is that analysts and portfolio managers must spend every waking minute trying to gain an edge. This narrative is powerful, and ... [Continue Reading]

Topics: Active Management, Dimensional Fund Advisors, Discipline, Diversification, Portfolio Management, Rebalancing

Another Hedge Fund Titan Calls it Quits

Posted on October 18, 2017
 

At the end of September, another hedge fund titan called it quits, continuing a trend since the global financial crisis began in 2008. Whitney Tilson, a well-known name on Wall Street, announced the closure of Kase Capital Management because in his own words, “Reporting sustained underperformance…was making me miserable.” Just ten years ago, Tilson was one of the hottest names in the hedge fund arena, having outperformed the S&P 500 by more than 100% since his fund opened its doors in the ... [Continue Reading]

Topics: Active Management, Portfolio Management

Active Managers Have Another Hurdle to Clear–Tax Season

Posted on December 22, 2016
 

This week’s recommended reading comes with an experiment. Find a coin and flip it until it lands on heads three times in a row. Go ahead, we’ll wait. It’s not easy to do.  Everyone will have a different experience, but if we conducted this experiment with a large crowd we’d find that most people would require eight attempts before succeeding.  We know this because the probability of flipping a coin and it landing on heads is 50%, and if we repeat that probability three times, we find that ... [Continue Reading]

Topics: Active Management, Portfolio Management, Tax Planning

  • 1
  • 2
  • Next Page →

DO NOT DELETE

News & Resources

  • Articles and Publications
  • CCM In the News
  • Recommended Reading

Topics

401(k) Plans Active Management Alternative Investments Annual Returns Bond Portfolio Brexit CCM Women's Initiative Dimensional Fund Advisors Discipline Diversification Economy Estate Planning Fiduciary Rule Fiduciary Standard Financial Advisors Financial Planning Financial Planning for Women International Investing Investment Insight Investor Returns Market Conditions Market Volatility Passive Index Funds Politics and Markets Portfolio Management Rebalancing Retirement Planning Tax Planning Tax Reform Trusts

Contact Us

Contact us for a complimentary discovery meeting or for a second opinion on your current financial plan.

Contact Us

Email Updates

To get email notifications when CCM posts new articles sign up here for content updates:

Quick Links

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

CCM In the News

  • CCM Honored as a 2019 Dakota-Scott Employer of Excellence

  • Financial Advisor 2019 Top RIA Firms

  • CCM Hires Chief Wealth Advisor

  • CCM Named a Financial Times 300 Top RIA

Recent Posts from CCM

  • Not Your Grandmother’s Life Insurance

  • New Laws Impact Estate Plans

  • Roth IRAs: Is Now the Ideal Time to Consider a Conversion?

  • The Index Bogeyman

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

Please review Important Disclosure Information related to this website.
 

© 2019 Carlson Capital Management, LLC, d/b/a Carlson Capital Management. Website by Computer Titan.