A complete list of active advisors currently associated with Nicollet Investment Management, Inc.

Warmer can help you find a great advisor at Nicollet Investment Management, Inc. or one who fits your needs even better.

Nicollet Investment Management is a team-based registered investment adviser that manages roughly $557 million for about 300 client relationships, serving individuals (including high-net-worth clients), trusts and estates, companies, and qualified retirement plans. The firm offers discretionary investment management, integrated wealth advisory and financial planning, and ERISA plan services (including both limited-scope 3(21) advice and full 3(38) investment management). Nicollet implements client portfolios through a set of model strategies—large-cap and mid/small-cap growth equity SMAs, rules‑based direct‑index strategies, ETF equity allocations, custom fixed‑income portfolios and a preferred‑securities SMA—and customizes fixed‑income and other allocations to match cash‑flow, tax and preservation objectives. Portfolio management is discretionary and guided by documented client objectives and periodic reviews; the firm also engages in year‑end tax‑oriented reviews and will execute tax‑aware sales when directed by clients or their tax advisers. Compared with many peers, Nicollet combines traditional advisory services with client education and outreach: it provides periodic client communications (meetings, phone, email and letters), distributes client‑focused periodicals/newsletters, and participates in retirement‑plan participant education and group enrollment meetings. The firm also offers select options‑overlay strategies implemented through unaffiliated, SEC‑registered sub‑advisers via allocated sleeves and has recently completed an ownership transition to a partner group, reflecting a move to a multi‑partner operating structure.

To learn more about the advisors currently working at Nicollet Investment Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.