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Showing 1 - 12 of 22 results
DISCIPLINED GROWTH INVESTORS, INC.
DISCIPLINED GROWTH INVESTORS, INC.
Minneapolis, Minnesota
1-24 employees
Disciplined Growth Investors is a Minneapolis based leading investment management firm specializing in prudently exploiting investment opportunities in publicly held small cap and mid cap growth companies. Founded in 1997 the firm remains employee owned and completely independent. Our Purpose: Enriching Lives Through Long Term Investing
Retirement Benefits Rank
Top Benefits
LEUTHOLD GROUP, INC.
LEUTHOLD GROUP, INC.
Minneapolis, Minnesota
1-24 employees
The Leuthold Group was founded in 1981 as an independent investment research firm. The Leuthold Group’s proprietary research includes technical and quantitative analysis, broad sector and industry group analysis, financial marketplace supply/demand dynamics, and long-term historical valuation studies. In 1987, members of The Leuthold Group founded Leuthold Weeden Capital Management to direct investment portfolios using the firm’s financial analysis as the foundation for its equity selection and asset allocation methodologies. A policy of disciplined, unemotional, and strategic investing, backed by solid and comprehensive proprietary research, has enabled Leuthold Weeden Capital Management to establish a strong long-term track record. Disclosure: http://funds.leutholdgroup.com Mutual Funds Distributor: Rafferty Capital Markets LLC; ETF Distributor: Compass Distributors LLC
Retirement Benefits Rank
Top Benefits
MAIRS AND POWER, INC.
MAIRS AND POWER, INC.
St. Paul, Minnesota
All Size Average employees
Mairs & Power is an SEC registered investment advisor founded in 1931. We offer individually managed accounts, mutual funds and an ETF for investors of all sizes.
Retirement Benefits Rank
Top Benefits
RIVERBRIDGE PARTNERS, LLC
RIVERBRIDGE PARTNERS, LLC
Minneapolis, Minnesota
25-49 employees
At Riverbridge, we believe what is true endures⏤in investments, people, and companies. Since 1987, we’ve served clients with an investment strategy that bridges data analysis with human insight to identify the building blocks of endurance. We invest in companies with the fundamentals and leadership to grow their intrinsic value over long periods of time.DISCLOSURE: Riverbridge has no editorial control over the people or firms which link to our corporate information page. Any links to our firm information should not be considered an endorsement of Riverbridge or its employees. Riverbridge is not responsible for and does not encourage third parties to post or endorse on the firm's behalf. Riverbridge will not accept recommendations or endorsements.
Retirement Benefits Rank
Top Benefits
PEREGRINE CAPITAL MANAGEMENT, LLC
PEREGRINE CAPITAL MANAGEMENT, LLC
Minneapolis, Minnesota
25-49 employees
Peregrine Capital Management is an employee-owned, boutique equity firm. Since 1984, our sole mission has been to provide style integrity, superior returns and outstanding client service to a limited number of institutional clients. We manage several specialty investment styles: Large Cap Growth, Small Cap Growth, Small Cap Value, SMID Cap Value, and Absolute Earnings Growth-Dynamic Hedge. Like our namesake, the Peregrine falcon, Peregrine Capital Management succeeds by employing patience, insight, and the ability to take decisive action. The stability of our professionals, our unwavering adherence to our investment styles and disciplines allows our clients to benefit from a culture that offers continuity and focus. At Peregrine, we take great pride in our approach. For over three decades, we have remained true to our core beliefs and to the clients who have embraced them.
Retirement Benefits Rank
Top Benefits
COMPASS CAPITAL MANAGEMENT, INC.
COMPASS CAPITAL MANAGEMENT, INC.
Minneapolis, Minnesota
1-24 employees
Chris is President & Senior Portfolio Manager at Compass Capital Management. As president, he oversees strategic business initiatives within the firm. As Senior Portfolio Manager, he is a voting member of Compass Capital's investment committee and works closely with individuals, non-profits, family offices, retirement plans and institutions to build customized investment portfolios to meet their goals.
Retirement Benefits Rank
Market Leading
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VAN CLEMENS & CO., INC.
VAN CLEMENS & CO., INC.
Minneapolis, Minnesota
1-24 employees
We specialize in custom investment strategies driven by the needs and situation of an individual client with respect to current and expected market conditions.
Retirement Benefits Rank
Market Leading
PRAIRIEVIEW PARTNERS LLC
PRAIRIEVIEW PARTNERS LLC
St Paul, Minnesota
1-24 employees
PrairieView Partners, LLC is a locally owned, independent, fee-only, integrated personal wealth management firm in St. Paul, Minnesota, serving individuals and families in the Twin Cities, across greater Minnesota, and in a number of states. The founding partners established PrairieView Partners to fulfill a purpose that was not, in their view, being adequately met in the marketplace. Individuals with net worths between $2 million and $15 million – their target market – have a multitude of needs related to investing, retirement planning, estate planning, taxation, education planning, charitable giving, and risk management. While there are many qualified professionals able to give expert guidance in one or two of these areas, what is too often lacking is coordination. Providing highly personalized, unbiased, advice that is truly integrated across multiple disciplines is at the core of PrairieView Partner’s business philosophy. Their goal is to serve as the central point of communication for their clients – to thoroughly understand their situation and objectives and to make sure their investment, retirement planning, estate planning, tax, insurance, and other financial needs are being appropriately met.
Retirement Benefits Rank
Top Benefits
STONEBRIDGE CAPITAL ADVISORS LLC
STONEBRIDGE CAPITAL ADVISORS LLC
St. Paul, Minnesota
25-49 employees
Founded in 1997, Stonebridge Capital Advisors is an SEC-Registered Investment Advisor with an established focus on customized investment and wealth management solutions. Serving high net worth individuals, families, nonprofits, and institutions, we connect with our clients to understand their unique financial needs. In this way, we develop well-structured investment portfolios and form long-lasting partnerships. Our founders structured Stonebridge as a Limited Liability Corporation (LLC) to maintain control of the firm through employee ownership. Today, Stonebridge is majority-owned by its employees and board of directors, with $1.7 billion in assets under management.
Retirement Benefits Rank
Top Benefits
LAKE STREET CAPITAL MARKETS, LLC
LAKE STREET CAPITAL MARKETS, LLC
Minneapolis, Minnesota
25-49 employees
Lake Street Capital Markets is a research-powered investment bank focused on select, high-growth companies and sectors of the economy. Our research enables institutional investors to understand emerging secular trends and identify innovative companies best positioned to capitalize on them. Lake Street provides companies with access to capital and helps build relationships to drive long-term growth. At the core of everything we do is our commitment to providing informed advice and exceptional service to our clients.
Retirement Benefits Rank
Market Leading
SHOREVIEW INDUSTRIES IV LLC
SHOREVIEW INDUSTRIES IV LLC
Minneapolis, Minnesota
1-24 employees
Founded in 2002, ShoreView is a Minneapolis-based private equity firm that has raised over $1.3 billion of committed capital across four funds. ShoreView partners with family or entrepreneurial-owned companies across many sectors, including engineered products, distribution, industrial services, business services, healthcare, and niche consumer products. Shoreview structures a variety of acquisition, recapitalization and build-up transactions, typically in businesses with revenues ranging between $20 million and $300 million. Please reach out to Brittney Upman at [email protected] to learn more or to discuss any relevant opportunities.
Retirement Benefits Rank
Top Benefits
ALLODIUM INVESTMENT CONSULTANTS, LLC
ALLODIUM INVESTMENT CONSULTANTS, LLC
Minneapolis, Minnesota
1-24 employees
Allodium Investment Consultants is a fee-only investment management consulting firm that provides investment management services to both individual and institutional investors. Advisory services include Wealth Management, Fiduciary Management, Investment Management Consulting, Financial Planning and Fiduciary Consulting. The firm is a member of the National Association of Personal Financial Advisors (NAPFA) and provides fee-only financial advice that supports the fiduciary standard of care. Allodium is the first Minneapolis-based investment advisor to be certified by CEFEX to follow the fiduciary best practices in the "Prudent Practices for Investment Advisors"​ published by Fi360. The firm was established as an independent Registered Investment Advisor in 2005. Learn more at www.allodium.com.
Retirement Benefits Rank
Market Leading