Investment Counsel

Helping Individuals & Families since 1931

Planning for your financial future is one of the greatest responsibilities you have.

For nearly 100 years, Mairs & Power has served as an investment counselor for people like you. Our clients are our neighbors, our friends and their families and investors across the country. All have become part of our family.

We take our fiduciary responsibility seriously, offering you a disciplined approach to investing through individually managed accounts and three mutual funds. Our goal is to help you feel secure about your financial future.

Our Commitment to You

We believe the best way to make money for our clients is to consistently utilize a disciplined long-term investment approach.

We offer an easy to understand process with

Investing Choices

One investment process guides all our decisions for both individually managed accounts and our funds. The best ideas of our talented, experienced investment managers are available to all our investors, regardless of account type or size.

Mairs & Power Funds

As a shareholder in a Mairs & Power fund, you own part of a professionally-managed portfolio, which may consist of stocks, bonds, and other securities, including cash.

Choose from among our mutual funds or our ETF:

Funds offer you an easy way to invest in a diversified portfolio, regardless of the size of your investment. 

 

Mairs & Power Individually Managed Accounts

For a customized portfolio and investment advice, consider an individually managed account. You'll establish a relationship with a senior investment manager who will manage your portfolio. Along with a support specialist, you will have a dedicated team serving your needs.

Structuring Your Portfolio

As your fiduciary, our goal is to get to know you and your family’s financial situation. We will structure your portfolio to help achieve your long-term goals, balanced by your tolerance for risk.

We are always sensitive to your tax situation, carefully considering the taxable consequences of purchases and sales in your portfolio. Your portfolio can be customized to account for your unique circumstances.

The minimum portfolio size for an individual is $2 million, although exceptions may be made.

Investment Counseling Services

In caring for your financial life, it's important to take a holistic view.

We help identify important issues for you and your family. We will provide counsel or refer you to trusted experts we know in order to provide additional insights on:

 

  • Financial planning
  • Cash flow planning
  • Retirement plan projections
  • Tax planning
  • Estate planning
  • Insurance planning
  • Charitable giving
  • Business succession planning

Any tax or legal information provided is merely a summary of our understanding and interpretation of some of the current income tax regulations and is not exhaustive. Investors must consult their tax advisor or legal counsel for advice and information concerning their particular situation. Neither the Fund nor any of its representatives may give legal or tax advice.

Would You Like to Learn More?

Find out how the services we offer can help meet your specific needs.

Please call us at 651-222-8478 or submit this form and we'll reach out to you.