The Value of Individually Managed Accounts
Designed for individual, institutional and non-profit investors, individually managed accounts have greater control, transparency and tax benefits than other vehicles may offer.
You will benefit from the combined expertise of the Mairs & Power team. As your investment counselor, we will begin with a Mairs & Power Multi-Cap, Balanced or Small Cap Strategy, then customize your portfolio to address your specific investment objectives.
Portfolios Designed to Meet the Goals of Individuals and Organizations
Your Mairs & Power portfolio can be designed to manage all your assets or act as a specific asset allocation portion of a complete investment program. We will thoroughly examine your financial goals and objectives, taking investment policy, tolerance for risk and cash flow needs into account.
Characteristics of our Individually Managed Accounts
Mairs & Power Investment Strategies
Available only to institutional investors
Experienced. Trustworthy. Reliable.
The Mairs & Power Advantage
As the oldest privately-owned asset management firm in Minnesota, we’ve served as investment counselor and built lasting relationships with individuals, employee benefit plans, endowments, foundations, family offices and corporations since 1931.
All investment decisions are made by the firm’s investment managers, who have spent virtually their entire careers in the investment management business.
As of December 31, 2020, Mairs & Power manages more than $4.5 Billion in individually managed accounts.
Is an Individually Managed Account Right for You or Your Organization?
For many individuals with significant assets, as well as Family Offices, Non-Profits and other organizations, an individually managed account can be the right solution.
We invite you to call us at 651-222-8478 to arrange an in-person meeting with one of our Investment Managers.
Porter's 5 Forces
In 1980, Michael E. Porter designed a business model to evaluate competition intensity, attractiveness, and profitability of an industry or market. He observed these five "forces" over a variety of industries, using them to explain how various industries are able to sustain different levels of profitability. He published his findings in his book, Competitive Strategy: Techniques for Analyzing Industries and Competitors
The five forces are:
- Competition in the industry
- Potential of new entrants into the industry
- Power of suppliers
- Power of customers
- Threat of substitute products