Strategy Overview
Tailored portfolio within two broad asset classes
Within our fixed income strategy, we use individual investment grade bonds. We generally invest in high grade Corporate Bonds, Tax-Exempt Municipal Bonds, and Government Securities. Our managed fixed income portfolios are individually tailored to each client, and utilize best-efforts cash-flow matching principles.
Within our equity strategy, our primary focus is on individually managed stock portfolios. We maintain two actively managed Equity strategies:
Nicollet Premier Large Cap Growth
Nicollet Opportunity Mid/Small Cap Growth