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Experience the Nicollet difference
Individuals and Families  |  Businesses and Foundations  |  Our Investment Strategy
How Nicollet is Different
What to Expect
Portfolio Management
Individuals and Families

Expect a personalized investment plan, experienced day-to-day investment management, and full service.

At Nicollet Investment Management, we feel it is essential all clients have investments that address their specific needs. That is why we work individually with clients to understand their goals and then develop a highly-customized investment plan. In fact, we start this work after our first meeting with you.

Once we have established a relationship, we can help clients with other aspects of their financial lives. Whether it is planning for college, retirement, or working with attorneys and accountants, we are committed to providing full service over the long term.

Families and individuals often do not have the time or resources to manage their investments. Many put off hiring a professional because they fear the cost will be too high. Some are concerned that a financial advisor will direct them into products like whole life insurance, annuities, or high-cost mutual funds. Nicollet does not sell these products.

We are experienced investment analysts and portfolio managers who carry out the day-to-day management of our clients' investments. We are constantly researching new investment ideas; and monitoring your existing holdings; we are keeping track of your portfolio every day.

We base our fee on the value of the accounts we manage. The fee is very competitive and lower than most actively managed mutual funds and other investment advisory services. We are able to provide our service at very competitive rates because we work directly with our clients.

Find out how Nicollet is different from other investment management firms.