Your Dedicated Partner in Investment Management and Private Wealth Advisory

Serving Minneapolis, Minnesota and Beyond

Welcome to Nicollet Investment Management

We deliver comprehensive, objective guidance tailored to your unique circumstances—backed by in-house expertise and carefully curated connections to leading specialists when needed.

Our sole focus is independent investment management and private wealth advisory, while connecting you to vetted experts for specialized needs.

Who We Serve

At Nicollet, we partner with engaged high-net-worth individuals, families, and institutions who value meticulous attention to detail, deeply personalized planning, and a fee-only approach free from conflicts. Our strategies are tax-efficient, cash-flow focused, and built for long-term sustainability—whether preserving wealth, growing a legacy, or managing institutional assets.

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Private Wealth Advisory

We serve as your dedicated quarterback—coordinating key areas of your financial life while focusing on our core strength: custom, independent investment management, ongoing, proactive, fully integrated with your investments.

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Investment Management

At Nicollet, successful investing demands patience, discipline, and deep company knowledge. We focus on exceptional businesses with durable advantages—delivering risk-aware, long-term compounding amid inevitable market fluctuations.

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The Power of an Extended Network

True comprehensive wealth management requires more than one firm’s expertise. That’s why Nicollet Investment Management maintains proactive, trusted relationships with leading specialists in tax, estate planning, and legal fields, ensuring every aspect of your financial life is optimized and protected.

Fee-Only Fiduciary

Years of Experience

Independently Owned

Based in Minneapolis, Serving Clients Nationwide

Nate

Nate Travis

Partner | Co-President | Senior Portfolio Manager

Nick

Nick Heyer

Partner | Co-President | Chief Investment Officer

Sue

Susan Jalics Becker, CFA

Partner | Chief Financial Officer | Wealth Advisor

Tim

Tim Fahey

Partner | Director of Fixed Income

Naveen

Naveen Sharma, CFP®

Partner | Chief Wealth Strategist | Wealth Advisor

Marc

Marc Hadley, CFP®

Senior Wealth Advisor

Kathy

Kathy Carlson

Director of Operations

Jamie

Jamie Raatz

Director of Client Services

Heidi

Heidi Garman

Director of Administration

Ready to Discuss Your Goals?