Minneapolis, MN So. 5th Street Office

Tealwood Asset Management provides discretionary investment management and advisory consulting to individuals (including high‑net‑worth clients), trusts, estates, corporations, charitable organizations, qualified retirement plans, and other registered investment advisers via sub‑advisory agreements. The firm manages separately managed accounts and also offers consultative advice and periodic reviews for accounts not under direct management.

The firm's investment approach is valuation‑oriented, concentrating where research and discipline can add value across a mix of equity and fixed‑income strategies — Large‑Cap, Small‑ and Mid‑Cap, Defensive and Quality Fixed Income, and a blended Strategic Income strategy that can include convertibles and dividend payers. Tealwood applies a proprietary “strategic risk management” framework that adjusts asset allocation at three long‑cycle inflection points and provides formal quarterly account reviews and written performance reports to clients.

Noteworthy for a firm of its size, the brochure discloses and communicates performance information, including predecessor performance, in its materials and client reporting. Tealwood also manages assets for other advisors under sub‑advisory arrangements, may sponsor a wrap fee program (through RBC), and has recently expanded its company‑sponsored retirement plan consulting offering, including serving as a Section 3(38) fiduciary for defined contribution plans.