Our lengthy track record and ongoing practice of running live asset allocation portfolios, equity group & sector rotation portfolios, and a proprietary actively-managed short-only product has given us a strong base of knowledge for managing money across the range of market environments—be they up or down. Perhaps most importantly, we are known for maintaining prudence during periods of market uncertainty, crises, bubbles, and amidst the volatility and disquiet surrounding key turning points inherent to the nature of stock market cycles.
Our models are accessible through mutual funds, UMA platforms, and SMAs.
Our research finds an angle that is often lost, forgotten, or never thought of by other providers. We are not a Wall Street firm and don't subscribe to the same dogma.
Our research includes actionable ideas for advisors to make asset allocation, sector or factor tilts.
Preview some of our market research. These articles are a sample of the types of work we produce weekly.
Our streamlined organizational structure promotes responsiveness and accountability. We do not have departments and bureaucracy; we have overlapping areas of responsibility and a team approach. Our investment committee is made up solely of portfolio managers/owners, assuring that every decision aligns with policy objectives and is in the best interest of clients.
Our asset management business benefits from our impressive in-house research capabilities. The team’s remarkable collection of research and analysis tools lends a valuable dimension to our investment management products.
We understand what is at stake with your investment dollars. Our independence fosters a level of flexibility that is not prevalent among our peers. We aim to forge investments that withstand the test of time and endure market pressures.
150 South Fifth Street, Suite 1700
Minneapolis, MN 55402
800-273-6886 (Shareholder Services)