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 works with high‑net‑worth individuals and families, trusts, charitable organizations, companies, and retirement/pension plans, offering discretionary investment management, wealth advisory and financial planning. The firm manages roughly $557 million in discretionary assets and provides tailored strategies including individually managed equity SMAs, ETF equity allocations, custom fixed‑income portfolios, and preferred‑security strategies. Nicollet typically manages accounts on a discretionary basis using model portfolios and a mix of internally managed equity approaches (large‑cap growth, mid‑ and small‑cap growth, and rules‑based direct‑index strategies) alongside customized fixed‑income and income‑oriented solutions. Investment decisions are driven by fundamental analysis and diversification across sectors, and the firm incorporates tax‑aware fixed‑income selection, laddered maturities, and client‑imposed restrictions when requested; it also documents and reviews realized gains and losses with clients toward year‑end. Distinctive features in the brochure include formal retirement plan services delivered as either ERISA 3(21) or 3(38) fiduciary roles and a regular program of participant education and group enrollment meetings for plan sponsors, as well as periodic investment reports for plan monitoring. The firm also notes a recent ownership transition and a team‑based investment process that combines direct‑index, SMA, and fixed‑income customization, which produces a different product mix than many similarly sized team firms.

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.