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Robert B

Series 63

Wayzata, MN

Minneapolis Portfolio Management Group, LLC

Robert Britton Jr. is a financial advisor with Minneapolis Portfolio Management Group, LLC, holding a Series 63 designation and 12 years of industry experience. He has been with the firm since 2011. Mr. Britton has served as President of CFA Society Minnesota since September 2023. Minneapolis Portfolio Management Group provides discretionary portfolio management focused on an All‑Cap Value equity strategy for a range of clients, including individuals, high‑net‑worth clients, trusts, estates, retirement and pension plans, government entities, insurance companies, and institutions. The firm emphasizes valuation metrics, balance‑sheet strength, growth prospects, and macroeconomic analysis in its investment process.

Active portfolio management Wealth management
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Harrison G

Series 63, Series 65

Wayzata, MN

Minneapolis Portfolio Management Group, LLC

Harrison Grodnick is a financial advisor with Minneapolis Portfolio Management Group, LLC, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with Minneapolis Portfolio Management Group since 2003. Outside of his advisory role, he is a co-owner and co-operator of Tortoise Properties, LLC. Minneapolis Portfolio Management Group provides discretionary portfolio management focused on an All‑Cap Value equity strategy for a diverse client base, including individuals, high‑net‑worth clients, trusts, and institutional accounts. The firm emphasizes valuation metrics and macroeconomic factors in its investment process and manages over $1 billion in assets with a small team.

Active portfolio management Wealth management
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Phillip G

Series 63, Series 65

Wayzata, MN

Minneapolis Portfolio Management Group, LLC

Phillip Grodnick is a financial advisor with Minneapolis Portfolio Management Group, LLC, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Minneapolis Portfolio Management Group since 2003. Minneapolis Portfolio Management Group specializes in discretionary portfolio management using an All-Cap Value equity strategy for individuals, high-net-worth clients, trusts, estates, retirement plans, pension and profit-sharing plans, government entities, insurance companies, and institutional clients. The firm emphasizes valuation metrics, balance-sheet strength, growth prospects, and macroeconomic analysis in its investment process and manages over $1 billion in assets with a small team.

Active portfolio management Wealth management
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