• Offers exceptional service and accessibility to our team
• Mairs & Power investment manager provides consistent, individual attention and portfolio oversight
• Open communication, accessible to review changing circumstances, meet on your schedule and answer your calls
• Participate in institutional clients board meetings 
• Customized reporting
• Client interests come above all else

• Investment managers work closely together, ensure your needs are met, research possible investment opportunities, and leverage each manager’s strengths and experience
• Securities can be aligned with your personal values 
• Utilizes Mairs & Power’s disciplined, time-tested investment process

• With one of Mairs & Power investment strategies at its core, your portfolio is customized with an asset allocation that aligns with your long-term goals, risk tolerance, time horizon and other considerations
• Considers an organization's mandate, mission, budget, cash flow and liquidity
• Portfolio construction spectrum spans all equities to all fixed income, including a balance of the two as appropriate for you

• Customized, understandable reporting 
• In addition to one-on-one meetings we provide presentations to boards of directors, investment committees, trustees, family offices and meetings, legal, tax advisors, and others as requested

• Improves tax efficiency
• Facilitates charitable giving as it allows for identification and contribution of specific shares of securities you own
• Direct ownership of securities provides all voting rights and privileges
• "You know what you own"

• Minimum account size at Mairs & Power is
  $2 million for Individual Client Accounts and
  $5 million for Institutional Client Accounts
• Exceptions to the minimums may be made
• Clear fee calculations

• Commits to long-term investing in growing companies with low turnover
• Emphasis on companies in Minnesota and the Upper Midwest (WI, IL, IA, ND, SD)
• Invests in companies of all capitalization sizes, recognizing that smaller companies may provide somewhat higher returns over longer time frames, some emphasis is placed on small to medium sized companies
• Identifies companies exhibiting the potential for strong returns on invested capital, consistent, above-average growth and durable competitive advantages
• Considers the importance of capable management with a track record of prudent capital deployment
• Seeks to keep assets reasonably, fully invested, maintain modest portfolio turnover rates and mitigate risk by investing in a diversified portfolio of securities

• Commits to long-term investing in growing companies with low turnover
• Emphasis on companies in Minnesota and the Upper Midwest (WI, IL, IA, ND, SD)
• Identify companies exhibiting the potential for strong returns on invested capital and consistent, above-average growth and durable competitive advantages
• Considers the importance of capable management with a track record of prudent capital deployment
• Seeks to keep assets reasonably, fully invested, maintain modest portfolio turnover rates and mitigate risk by investing in a diversified portfolio of securities
• Diversifies across approximately 60% common stock and 40% fixed income
• Buy and hold fixed income portfolio continually reinvests maturities
• Offers potential for a consistent source of income

Available only to institutional investors

• Commits to long-term investing in growing companies with low turnover
• Emphasis on companies in Minnesota and the Upper Midwest (WI, IL, IA, ND, SD)
• Focuses on small-cap companies
• Focuses on companies with attractive business niches, strong competitive positions and the potential to grow revenues, earning and cash flows consistently over the long term
• Considers the importance of capable management with a track record of prudent capital deployment
• Seeks to keep assets reasonably, fully invested, maintain modest portfolio turnover rates and mitigate risk by investing in a diversified portfolio of securities