How we create value
Seasoned professionalsWhen you’ve been faced with similar situations before and have all the data and facts you need, you’re not making guesses, you’re using expert intuition. And since none of the portfolio managers at Carlson Investments have fewer than two decades of experience, that’s exactly what we do.
Organizational stabilityFounded in 1989, employee-owned, and rooted in independence, we understand that building long-lasting relationships with our clients starts with long-lasting relationships inside the walls of our close-knit team.
Proprietary researchThe research we create here is time-tested and unique, and we let it take us to wherever the best risk-reward ratio lies.
Access and serviceThis is not a faceless institution, and you are not an account number. The advisor you meet on Day 1 could be the person who does your annual review in Year 10. Therefore, you’ll always have a clear view of what’s happened, what’s in progress, and what’s to come.
Planning successOur independent insights and experience allow us to deliver the kind of results that keep clients coming back. 70% of our clients have been with us an average of 10+ years.
Banking Turmoil – White Paper
The asset side (loans specifically) of bank balance sheets are in great shape. Very few loans are in default. We believe regulators are taking a pro-active, market-based solutions approach towards the bank deposit issues.
Carlson Quarterly – White Paper
Everyone loves a fresh start and after a nasty 2022, markets got off to a strong start in the first quarter of 2023 in the face of investor concerns around recession and inflation risks.
Cash Management Matters — White Paper
Ever since the Federal Reserve first raised the federal funds rate in March 2022, “cash management matters again” for individuals.
Dividends Matter — White Paper
Total return is an important metric of equity performance that investors often overlook. The total return of an equity investment is a combination of its capital appreciation or depreciation and the dividend received.
Why All Cap Equity? — White Paper
An All Cap Equity Strategy provides core equity exposure in a simple and straightforward portfolio.
Finding a better way doesn’t start with you learning about investment strategy. It starts with us learning about you.
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