FINDING THE RIGHT SOLUTIONS FOR YOUR NEEDS in Minneapolis
Boulay investment management advisors in Minneapolis are conveniently located in the heart of Downtown in between Target Field and U.S. Bank Stadium off of South 5th Street. Our team of certified professionals in Minneapolis are ready to help you reach your financial goals.
Along with your retirement plan, finding the best strategy and level of risk for your investments is crucial. To ensure your money is invested wisely, our investment management services develop personalized and diversified long-term investment strategies designed for wealthy individuals and families.
Our investment management services in Minneapolis include a process to determine your risk profile, build and design your investment portfolio, create customized investment solutions, and provide asset and portfolio management—all while implementing strategic Tax Optimization opportunities.
Our goal is to manage your investments wisely and productively with a team-based and client-first approach so you can focus on your priorities and what brings you joy in life.
Office Hours
Monday 8 – 4:30 PM
Tuesday 8 – 4:30 PM
Wednesday 8 – 4:30 PM
Thursday 8 – 4:30 PM
Friday 8 – 4:30 PM
How we help you get there
Utilizing our signature WealthNAV™ Experience and investment management services, our strategy follows seven key principles that address asset allocation and diversification, tax efficiency, discipline, simplicity, active management, due diligence, and guidance.
Boulay also offers Environmental, Social and Governance (ESG) investing strategies to assist those who wish to invest in companies based on sustainable and ethical criteria. Contact a Boulay advisor to learn more about ESG investment management services in Minneapolis.
start your success journey
Boulay’s WealthNAV™ Experience takes a step-by-step approach, guiding you through life’s journey. We explore what you value—your interests, hopes and goals to develop a personalized wealth and tax strategy plan. With ongoing evaluation, we help you visualize where you want to be in the future, helping you create clarity and an enduring legacy that passes on your values and wealth. We are committed to giving you the absolute confidence to make the best decisions and the peace of mind to know they are right with the expertise of our wealth management advisors.
Wealth Management Team
Andy Christians
Carrie Cecere
Darlene Morton
Elizabeth Little
Julie Coyne
Katie Meek
Kelly Runions
Laura Boyd
Lindsay Strand
Mary Wintroath
Matthew Heilmer
Tedie Fahey
Tim Rockford
Latest Insights
Get a Review of Your Existing Investments
Developing a diversified long-term investment strategy designed for you is important for reaching your goals. Boulay helps you determine your risk management and define your investment objectives. Contact us today to learn more about our investment management services and to get a review of your existing investment plan.