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Showing 1 - 12 of 18 results
OPPIDAN INVESTMENT COMPANY
OPPIDAN INVESTMENT COMPANY
Excelsior, Minnesota
25-49 employees
Twin Cities-based Oppidan Investment Company is a national property development firm offering a full range of real estate services including asset management, brokerage services, construction management and project management. Since our founding in 1991, Oppidan has successfully developed in excess of 450 projects valued at more than $3.0 billion and spanning 15.8 million-square feet throughout 35 states and parts of Canada. Over the years, Oppidan’s range of clients has grown to include not only retailers but also banking, recreation, medical, office, industrial, nonprofit, residential apartments and senior housing, and more. We are most notably recognized for our work with industry leading businesses Orchard Supply Hardware, Duluth Trading Company, Goodwill, General Electric, Shopko, Carbo Ceramics, Ebenezer, and FreshThyme. Oppidan is the preferred developer for Lowe's, a Orchard Supply Hardware chain, helping them grow and redevelop throughout the nation. Oppidan has a reputation for being fast, being flexible, and being value-oriented while meeting our clients’ needs and exceeding their expectation. We also have a reputation for offering broad thinking and unprecedented depth of experience that defies our size. We believe it is our ability to live up to this reputation that has led every single Oppidan client over the past 27 years, to become a repeat client. Today, Oppidan remains at the forefront of the ever-changing real estate industry, helping our clients find the right properties in the right locations, at the right price so they can grow their business.
Retirement Benefits Rank
Below Market
NORTH SKY CAPITAL, LLC
NORTH SKY CAPITAL, LLC
Wayzata, Minnesota
1-24 employees
North Sky Capital is a pioneer in impact investing in the United States. Now in its 24th year, North Sky has deployed more than $1.3 billion across 140+ impact investments. The firm has two flagship investment strategies: impact secondaries (private equity) and sustainable infrastructure (direct). Both strategies support positive environmental and social impact while targeting market rate investment returns. North Sky has been an active impact investor since the beginning of the modern era of private markets impact investing in 2005-6. Founded in 2000, we have raised more than $1.7 billion of investor commitments. Since 2003, we have been playing an innovative and leadership role in the impact investment marketplace. We identify and invest in companies, private equity funds and infrastructure projects focused on making the world a better place. In 2005, North Sky launched the first impact fund of funds in North America. We have continued to innovate in this market, launching the first impact secondaries fund in 2013. Today, our Impact Secondaries Funds are the leading liquidity providers to impact investors worldwide. During the Great Recession, we identified an opportunity to invest in clean energy infrastructure projects in North America, while also creating high-paying construction jobs. We raised our first Infrastructure Fund in 2010 and have since created approximately 3.3 GW of new clean power generation and storage capacity in North America. To date, we have invested $635 million in 36 projects, creating more than 2 million green job hours. Together with our clients, we have created one of the most impactful investment platforms focused on private markets in North America. We continue to collaborate with our clients to do even greater things tomorrow. For more information, visit northskycapital.com
Retirement Benefits Rank
Top Benefits
OCTAVUS GROUP, LLC
OCTAVUS GROUP, LLC
Excelsior, Minnesota
25-49 employees
Octavus sources a variety of alternative investment products, including private equity, hedge fund strategies, managed futures, and REITs. Octavus and its wholly owned subsidiary broker/dealer, Octavus LLC, market selected alternative investment products to a number of U.S. brokerage and independent financial planning firms and assists those firms in accessing alternative investment solutions for their clients.
Retirement Benefits Rank
Market Leading
JNBA FINANCIAL ADVISORS, LLC.
JNBA FINANCIAL ADVISORS, LLC.
Minneapolis, Minnesota
25-49 employees
Minneapolis, Minn.-based JNBA Financial Advisors is an independent, fee-only wealth management firm that specializes in client-focused asset management and financial planning for discerning achievers. We strive to inspire confidence and contribute to your financial well-being by providing the best care to every client through highly personalized and integrated wealth management expertise and advocacy. More than a mission statement, it’s a partnership promise. One we stake our record, our ratings, our reputation, and our remarkable client retention rate (97% since tracking began in 2001) on. Considering the fact that financial relationships tend to be both complex and interdependent, we believe that truly effective wealth management must be continuous, comprehensive, and perfectly coordinated. At JNBA, we pledge to mentor your money and guide every mile of your wealth journey, from initial assessment, to retirement planning, to investment and risk management, to tax and estate planning – while always looking at success through your eyes and your eyes alone. That’s the JNBA way. For more information, visit www.JNBA.com.
Retirement Benefits Rank
Market Leading
MARKS GROUP WEALTH MANAGEMENT
MARKS GROUP WEALTH MANAGEMENT
Minnetonka, Minnesota
1-24 employees
As a Registered Investment Advisory firm, we have a fiduciary responsibility. We manage your investments and provide you with financial advice, with your best interests always as our highest priority. Our firm is independent, our employees are owners, and our advisors are fiduciaries. This combination leads to a culture of collaboration, fewer conflicts of interest, and a promise of accountability to you from the moment we meet. You’ll have a powerful group of smart people on your side because every Marks Group team member collaborates on your behalf. We conduct our own research, build our own portfolios, and design and implement strategies based on your specific priorities. Investment Advice offered through Marks Group Wealth Management, a Registered Investment Advisor.
Retirement Benefits Rank
Market Leading
TRADITION WEALTH MANAGEMENT, LLC
TRADITION WEALTH MANAGEMENT, LLC
Edina, Minnesota
1-24 employees
Tradition Wealth Management is a high-level, high-touch wealth planning firm that combines financial and investment expertise to create personalized strategies to meet the financial goals of our clients. We are committed to helping people navigate and enhance their financial situation in a consultive way. Our greatest asset is the trust of our clients and we are often considered their personal CFO. We work diligently and set rigorous goals to build and preserve their wealth and drive positive financial results. We are an independent firm and are 100% employee-owned. This ensures that we provide unbiased wealth planning with no allegiances to any one firm, product or service. This allows us to meet the unique financial goals of each client with the highest level of integrity. We manage our clients’ financial wellbeing as we do our own – respectfully and professionally. Advisory Services offered through Tradition Wealth Management, LLC, a Registered Investment Advisor. Securities offered through Concourse Financial Group Securities, a Registered Broker / Dealer and Member of FINRA and SIPC. Tradition Wealth Management, LLC, is independent of Concourse Financial Group Securities, Inc.
Retirement Benefits Rank
Top Benefits
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YUKON PARTNERS MANAGEMENT, LLC
YUKON PARTNERS MANAGEMENT, LLC
Bloomington, Minnesota
1-24 employees
Yukon Partners provides mezzanine capital to middle market businesses with a focus on transactions controlled by private equity sponsors. The transactions include buyouts, recapitalizations, and acquisitions. Our investments take the form of subordinated debt, preferred equity, and minority common stock.
Retirement Benefits Rank
Top Benefits
PERKINS CAPITAL MANAGEMENT, INC.
PERKINS CAPITAL MANAGEMENT, INC.
Wayzata, Minnesota
1-24 employees
PERKINS CAPITAL MANAGEMENT, INC. is a financial services company based out of 730 EAST LAKE STREET, WAYZATA, Minnesota, United States.
Retirement Benefits Rank
Below Market
BIRCHWOOD FINANCIAL PARTNERS INC
BIRCHWOOD FINANCIAL PARTNERS INC
Edina, Minnesota
1-24 employees
Birchwood Financial Partners Inc. launched in 1990 with a vision to help clients improve their quality of life. This vision is realized every time our clients feel a sense of fulfillment and abundance from living on purpose, knowing their money is working for them and expanding their potential.
Retirement Benefits Rank
Market Competitive
CAHILL FINANCIAL ADVISORS, INC.
CAHILL FINANCIAL ADVISORS, INC.
Edina, Minnesota
1-24 employees
Cahill Financial Advisors, Inc. est. 1980, is an independent, fee-only wealth management firm. We provide comprehensive financial planning, financial consulting and investment management services for individuals, families and small businesses. Why Choose Us: Team Approach. Our experienced advisory team and staff hold CFP®, CPA, CDFA, MBA, CFS and ChFC credentials. Our clients are integral team members, and their concerns and desires are fundamental in crafting our advice. Comprehensive Strategies. We can offer a comprehensive view of our clients'​ financial situation when making recommendations and providing strategies. Independence. We are not representatives of any bank, brokerage or insurance company. Given our independent status, we are not restricted to any proprietary products or research. Fee-Only. In an effort to eliminate or mitigate conflicts of interest, we are paid only by our client. No commissions are earned on financial products and we do not receive referral fees from insurance companies or other professionals to whom we make referrals. All fees are fully disclosed in our advisory agreements. Fiduciary Standard. Cahill Financial Advisors, Inc. is an SEC Registered Investment Advisor (RIA). As such, we act as a fiduciary for our clients, which requires us to always act in our clients best interest. Non-RIA brokers or agents are not held to this same fiduciary standard.
Retirement Benefits Rank
Market Leading
MANKATO ADVISORS LLC
MANKATO ADVISORS LLC
Mankato, Minnesota
1-24 employees
The Career Development Center (CDC) equips Minnesota State University, Mankato students and graduates with the tools and resources to successfully explore, develop and manage their career paths for a lifetime. We provide essential connections between individuals, academics, employers, and the global community. The purpose of the Career Development Center (CDC) is to provide services and resources which assist students with their career planning and search for employment. The role of the CDC is not to act as an employment agency. We strive to provide the tools and resources to best equip each individual to successfully manage his/her career and employment path for a lifetime. The CDC is a centralized operation responsible for providing career development activities for all six MSU colleges.
Retirement Benefits Rank
Below Market
ALL STAR FINANCIAL
ALL STAR FINANCIAL
Bloomington, Minnesota
1-24 employees
Build Wealth. Retain Wealth. All Star Financial is passionate about providing a safer way to a successful retirement for people who are serious about their money but uncertain about how to nurture it. The thought behind All Star is simple — you’ve got a life: a career, a family, a future. Success brings wealth, but managing wealth can be a job in itself — a job requiring a different set of skills than you probably used to acquire your wealth. With your family’s future security at stake, managing your investment portfolio deserves constant, expert attention. With any investment strategy there is a certain degree of risk, but All Star believes in keeping your level of risk low. Using the Nobel Prize-winning Modern Portfolio Theory as a core philosophy with other risk reduction tools, the All Star philosophy is designed to maximize effectiveness and minimize risk. The bottom line results of the All Star process are best summarized in a simple phrase oft used by President Bob Klefsaas — “it’s not how much you make – it’s how much you keep”. Your portfolio is managed to help reduce risk in nearly every type of economic cycle. After all, the overall goal is for you to experience emotional and financial peace, free from volatility.
Retirement Benefits Rank
Top Benefits