Honesty, Integrity, Common Sense  


As one of the Midwest’s premier investment management firms, we are dedicated to providing our clients with the quality of life and financial freedom they deserve.

We offer a range of diverse, innovative, and individually tailored financial solutions paired with an investment philosophy based on honesty, integrity, and commonsense. This approach has allowed us to help our clients plan and reach their desired goals for the near-and-long-term future.

We are a leading investment management firm for mutual insurance companies in Minnesota and surrounding states. Learn more.

Featured Content: Latest Article and Market Commentaries

Talking to Your Aging Parents About Their Finances. It's crucial to sit down with your parents to discuss the issues that may arise–before they need your help.

View the Featured Article


Last Updated: 07/21/14
























*For Registered Rep. magazine's Top 100 Independent Advisors in America list, advisors were ranked by assets under management, and at least 60 percent of the assets had to belong to retail, as opposed to institutional, clients.

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