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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

Dedicated Personal Service
  • 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

Mairs & Power Investment Strategies

Multi Cap
  • 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

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, 2023, Mairs & Power manages more than $4.8 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.

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