Aligning What You Have with Who You Are

The Hatlestad Group is a wealth management firm located in Edina, MN, with a bird’s-eye view of the Twin Cities. We help community-minded, values-driven people use their wealth and experience to reinvent the second half of life to achieve purpose and fulfillment. We help do this through a process that aligns what they have with who they are.

The concierge service model that differentiates The Hatlestad Group from other planning firms is centered on giving you, our client, the individual attention and tailored solutions that align with what matters to you most.

Tell Us About Yourself

Our Process

We designed our process to understand where you are and where you want to be in the future. Our goal is to build financial planning strategies aimed at helping you achieve the vision you have for your family and your life. You can count on meeting regularly so we can track progress and update your plan and portfolio as necessary. We will work closely to ensure you feel empowered and confident that you are progressing along the right path every step of the way.

All meetings can be in person or virtually, according to your preference.

Phase 1 - Financial Planning

Phase 2 - Ongoing Support

Our Services

We designed our financial planning and investment management services to be flexible and delivered, as needed, throughout your life. Our services include:

Investment Services & Philosophy

We care about your future. Our work together starts with candid, honest, and empathetic conversations that empower confident decisions.

You can depend on The Hatlestad Group to design and implement investment strategies driven by your vision with an aim to create the life you want.

Our approach recognizes that effective planning encompasses all aspects of life, not just finances. We guide you through each phase and transition with the understanding that there are no shortcuts to protecting your family’s interests. Our clients are positioned to embrace perseverance, navigate the detours along the path to success, and build toward a secure retirement with confidence.

Understanding Your Vision of Success

Our process prioritizes discovering who you are, where you are, and where you want to be. We begin by listening closely and continuously strive to understand your specific needs, wants, challenges, and goals. Forthright conversations about your financial life provide clarity for advancing your vision and achieving your aspirations.

Strategies Empowered by Experience

We partner with exceptional resources for investment management. Our clients have access to highly-qualified specialists to handle all aspects of their financial lives.

Philosophy

At The Hatlestad Group, we adhere to an investment strategy grounded in research. We ignore media and Wall Street noise and instead rely on a disciplined, long-term approach to achieving your goals. Your investment portfolio will be built according to the following principles:

• Investment portfolios and financial plans should align. Your investment recommendations are based on your entire financial picture and are designed to help achieve the goals stated in your financial plan. 

• Markets are efficient and work over time. At any moment, equities have been priced to reflect all available information in the market. Thus, strategies to “beat the market” do not work.

• Returns are best achieved in the long term. Because market timing does not work, we focus on strategies designed to meet your objectives over time.

• A multi-strategy approach optimizes returns. We offer broadly passive portfolios, supplementing with active and alternative strategies to capitalize on market opportunities.

• Fear and greed will hurt performance. Selling when markets drop (fear) or buying when markets are high (greed) are emotionally driven decisions that lead to underperforming the broader markets.

• Successful investing is disciplined. A clearly defined investment strategy can help guide you through market ups and downs without resorting to emotionally based reactions.

• Tax-efficient investing helps increase long-term returns. We provide proactive tax planning, such as asset location and tax-loss harvesting, with the goal of reducing your taxes and maximizing returns.

• Periodic rebalancing keeps portfolios on track. We rebalance your portfolio to return it to your ideal asset allocation and to take advantage of “buy low, sell high” opportunities. 

• Portfolio costs should be appropriate. We strive to execute trades efficiently and select low-cost investments so that your overall expenses are reduced.

Technology