Investment Management
Equity & Fixed Income Portfolios Built for the Long Term
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.
You’ll gain customized strategies aligned with your goals, risk profile, tax situation, and values.
Our Investment Philosophy
“Short-term fluctuations are inevitable. Even the highest-quality companies underperform the market in some years.”
Long-term outperformance comes from owning exceptional businesses with durable competitive advantages, strong profitability, and attractive valuations built for resilient compounding.
Key Principles
- Patient, conviction-driven approach
- Independent, in-depth research
- Low turnover for tax efficiency and cost savings
- Full customization to your financial picture
Flagship Strategies
Core Investment Management Strategies
Premier Large Cap Equity Portfolio
Concentrated in 20–40 high-quality large-cap companies with sustainable growth and profitability.
- Exceptional businesses for long-term resilience
- High conviction with disciplined diversification
- Low turnover and tax awareness
Opportunistic Mid/Small Cap Equity Portfolio
Dynamic selection of small- to mid-size companies with strong fundamentals and transformative potential.
- Focus on undervalued growth opportunities
- Independent research free from index constraints
- Aligned with your risk tolerance and goals
Privately Managed Fixed Income Portfolios
Custom, investment-grade bonds for reliable income and capital preservation.
- Cash flow matching your spending needs
- Principal protection via maturity alignment
- Institutional pricing and in-depth credit research
Complementary Strategies
Fixed Income Advantages: Unlike funds/ETFs, our individual bond portfolios eliminate pooled vehicle risks:
- Precise duration and maturity management
- Flexible income (reinvest or cash)
- Year-round tax management (loss harvesting)
Option Overlay: Options layered on existing holdings—no sales required—for risk adjustment, income, or tax-efficient transitions.
Key Applications
- Concentrated stock management (hedging low-basis positions)
- Downside protection (collars, buffers)
- Income enhancement (covered calls)
- Structured outcomes (note replication)
Attributes
- Fully customized and tax-aware
- Daily monitoring with institutional execution
- Complements core holdings without disruption
Interested in an Overlay?
We’ll build you a proposal that’s unique to your needs, so you can make an informed decision.
ETF Equity Allocations
How We Tailor Your Portfolio
Aligned with Objectives
Reflecting Values
Safeguarding Interests
Unlocking Tax Alpha
Ready to Discuss Your Investment Strategy?
Whether seeking concentrated equity conviction, reliable fixed income, or sophisticated overlays, let’s explore how we can align your portfolio with your long-term vision.