Making Every Relationship More valuable

At Carlson Investments, we do more than build valuable portfolios. We build more valuable relationships—ones that create assurance through financial acumen and human intelligence.

How we create value

Seasoned professionals

When 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 stability

Founded 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 research

The 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 service

This 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 success

Our 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.

Our Firm

Who we are

Over the past 34 years, we’ve found that most people don’t want products and programs from their financial advisors. They want positive experiences and positive outcomes. At Carlson Investments, we see ourselves as more than financial managers.

We’re peace-of-mind managers.

Carlson Investments is a fully independent, fee-only registered investment advisor. Here’s what that means in plain English:

Fully Independent

We’re not tied to any brand or group of investment products or services. That means we work for you—and only for you.

Fee-Only

Unlike commission-based advisors, we don’t make money based on how much of something we can sell you. You pay us a simple, transparent fee to protect and grow your assets, so we only do well when you do well.

Registered Investment Advisor (RIA)

RIAs have a fiduciary duty that legally requires us to keep the best interests of our clients in mind at all times, and always act accordingly. Is the person you are working with held to that standard?