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Large Cap
Mid/Small Cap
Bonds/Fixed Income
Concentrated Stock Positions
Our Investment Strategy

Concentrated Stock Positions

Nicollet Investment Management offers clients with large holdings of low-cost stocks various options for tax-efficiently exiting those positions. Each strategy is designed to reflect your preference for transitioning these low-cost stocks.

Often people put off selling low-cost basis stocks because of the tax consequences. Nicollet Investment Management offers strategies that can help you reduce the tax bite when you sell.

Another reason people do not want to sell low-cost basis stocks is that they are the "winners" in their portfolio. We can help develop a long-term strategy for each low-cost basis stock you hold. Our approach will integrate our analysis of each company with price targets, and a tax-efficient exit strategy. Doing this is one part of how we help you plan your investments.

Learn about how we choose large-cap stocks and mid- and small-cap stocks.

Learn about our strategy for bonds and fixed incomes.