Your Dedicated Partner in Investment Management and Private Wealth Advisory
Serving Minneapolis, Minnesota and Beyond
Phone
612.915.3033
Welcome to Nicollet Investment Management
We deliver comprehensive, objective guidance tailored to your unique circumstances—backed by in-house expertise and carefully curated connections to leading specialists when needed.
Our sole focus is independent investment management and private wealth advisory, while connecting you to vetted experts for specialized needs.
Who We Serve
At Nicollet, we partner with engaged high-net-worth individuals, families, and institutions who value meticulous attention to detail, deeply personalized planning, and a fee-only approach free from conflicts. Our strategies are tax-efficient, cash-flow focused, and built for long-term sustainability—whether preserving wealth, growing a legacy, or managing institutional assets.
Private Wealth Advisory
We serve as your dedicated quarterback—coordinating key areas of your financial life while focusing on our core strength: custom, independent investment management, ongoing, proactive, fully integrated with your investments.
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Investment Management
At Nicollet, successful investing demands patience, discipline, and deep company knowledge. We focus on exceptional businesses with durable advantages—delivering risk-aware, long-term compounding amid inevitable market fluctuations.
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The Power of an Extended Network
True comprehensive wealth management requires more than one firm’s expertise. That’s why Nicollet Investment Management maintains proactive, trusted relationships with leading specialists in tax, estate planning, and legal fields, ensuring every aspect of your financial life is optimized and protected.
Fee-Only Fiduciary
Years of Experience
Independently Owned
Based in Minneapolis, Serving Clients Nationwide
Nate Travis
Partner | Co-President | Senior Portfolio Manager
Nick Heyer
Partner | Co-President | Chief Investment Officer
Susan Jalics Becker, CFA
Partner | Chief Financial Officer | Wealth Advisor
Tim Fahey
Partner | Director of Fixed Income
Naveen Sharma, CFP®
Partner | Chief Wealth Strategist | Wealth Advisor
Marc Hadley, CFP®
Senior Wealth Advisor
Kathy Carlson
Director of Operations
Jamie Raatz
Director of Client Services
Heidi Garman
Director of Administration
