Who Works With Us
We work with clients from many backgrounds and every generation: business owners, non-profits, schools and governments, estates, financial advisors, pension funds, athletes, content creators, college athletes, churches, company sponsored plans, and more. We can manage an entire portfolio or a specific allocation.
We do not have account minimums because our process is our strength. Clients work with us to protect their long term cash flow, to access our network, and to have a tailored approach to asset allocation.
Individuals work with us to create a comprehensive plan for investing their assets. Our ultimate aim is to build a financial plan that is tax efficient, long term focused, and meets expected cash-flow needs. We do not have account minimums. When clients want to work with us, it is because they are engaged in the work we do.
Individuals work with us to create a comprehensive plan for investing their assets. Our ultimate aim is to build a financial plan that is tax efficient, long term focused, and meets expected cash-flow needs. We do not have account minimums. When clients want to work with us, it is because they are engaged in the work we do.
Nicollet manages assets for Banks, Endowments, Foundations, Pension Funds and Insurance Companies. We structure portfolios to protect principal and cash flow, while also creating the necessary liquidity and minimizing risk. Let us take away the headache of managing assets, complying with federal and state regulations, and handle all reporting needs.
Nicollet works with business owners and their companies. As a result, we offer this service, in partnership with a third party administrator and Schwab, to all companies. We curate cost effective investment menus, and build cost efficient retirement benefit plans. These tools benefit employees and employers. We also work with executives to build plans that make sense for them as well. This includes profit sharing, cash balance, and others.
Nicollet works hard with Financial Advisor’s, CPA’s, Insurance Agents, Bankers, other Investment Managers, and their clients. We take a detailed approach at managing and tailoring portfolio to client’s needs. This is accomplished in partnership.