Inc. is a Minnesota-based Registered Investment Advisor providing
investment management, financial planning, and financial consulting
services to individuals and businesses across the country.
a family business, we are committed to long-term, stable growth
client assets through conservative, valuation-based investing and
put equal emphasis on generating wealth and preserving capital.
capital requires us, at times, to reduce market exposure when valuations
and uncertainty are heightened. Market momentum does not dictate our
build investment portfolios comprised of equities and investment-grade
bonds of companies that create Economic Value Added (EVA®).
financial modeling expertise, we evaluate internal rates of return
on capital and invest only in businesses where that return exceeds
their cost of capital.
also provide valuation services to business owners who wish to determine
the intrinsic value of their companies, based on discounted cash
flow (DCF) valuation.
is located in the Twin Cities of Minneapolis and Saint Paul
with offices in Edina and Stillwater, Minnesota.