Minneapolis, MN South 6th Street Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Tealwood Asset Management
Team
Firm-wide stats for Tealwood Asset Management
About
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.
Based on Tealwood Asset Management
Expertise
Based on Tealwood Asset Management
Location
120 South 6th Street, Suite 1900
Minneapolis MN 55402
Advisors at this office
4
Advisors at this office
Steven R
CFA®
Minneapolis, MN
Tealwood Asset Management
Steven Richter is a financial advisor at Tealwood Asset Management with 12 years of industry experience. He has been with Tealwood since 2007. Tealwood Asset Management provides discretionary investment management and advisory consulting to individuals, trusts, estates, corporations, charitable organizations, qualified retirement plans, and other registered investment advisers. The firm employs a valuation-oriented investment approach across various equity and fixed-income strategies and uses a proprietary strategic risk management framework to adjust asset allocation and conduct formal quarterly reviews.
David N
Series 65
Minneapolis, MN
Tealwood Asset Management
David Neal is a financial advisor at Tealwood Asset Management in Minneapolis, MN, with 12 years of industry experience. He holds a Series 65 designation and has been with Tealwood since 1998. Tealwood Asset Management provides discretionary investment management and advisory consulting to individuals, trusts, estates, corporations, charitable organizations, qualified retirement plans, and other registered investment advisers. The firm employs a valuation-oriented investment approach across various equity and fixed-income strategies and utilizes a proprietary strategic risk management framework with regular account reviews and performance reporting.
John Z
Series 65
Minneapolis, MN
Tealwood Asset Management
John Zevnick is a financial advisor at Tealwood Asset Management in Minneapolis, MN, with 12 years of industry experience. He has been with Tealwood since 2010. Tealwood Asset Management provides discretionary investment management and advisory consulting to individuals, trusts, estates, corporations, charitable organizations, qualified retirement plans, and other registered investment advisers. The firm employs a valuation-oriented investment approach across equity and fixed-income strategies and uses a proprietary strategic risk management framework to adjust asset allocation at long-cycle inflection points.
Stephen M
CFP®, Series 63, Series 66
Minneapolis, MN
Tealwood Asset Management
Stephen Moseley is a financial advisor at Tealwood Asset Management in Minneapolis, MN, with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Tealwood since 2016, as well as Fidelity Investments-PWMG since 2003. Tealwood Asset Management provides discretionary investment management and advisory consulting to a range of clients including individuals, trusts, estates, corporations, charitable organizations, qualified retirement plans, and other registered investment advisers. The firm employs a valuation-oriented investment approach across equity and fixed-income strategies and uses a proprietary strategic risk management framework with formal quarterly reviews and performance reporting.
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