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Managing the risks of today to meet the goals of tomorrow.

Investment Management

You are dedicated to - invested in - your family, your company, and your health. You deserve an investment management team that is equally dedicated to you and to achieving your financial goals.

You will find that team at Alerus Wealth Management. Our investment advisors take the time to get to know you, understand your goals, and build a customized investment plan that aligns with your unique circumstances. With your individual situation always in mind, we focus on:

Your risk tolerance, investment timeframe, liquidity needs, and overall goals are the foundation for the way we manage your assets. As your needs change, your portfolio will change too.

We do not chase investment fads or respond emotionally to short-term market conditions. Our consistent investment style emphasizes your long-term best interests.

We use strategic asset allocation, state-of-the-art, risk management software, and sound diversification methods to reduce portfolio volatility.

Expenses are reduced by managing the bulk of your portfolio in-house and offering the lowest cost institutional funds available for specialty asset classes. Rest assured, we'll always be sensitive to fees and tax ramifications in transactions.

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Get In Touch With Wealth Management

If you're ready to learn more about investment management services from Alerus, simply contact us.

Phone
888.409.5375

Email
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The content available on this site is provided for informational purposes only, is not intended as an offer or solicitation for the purchase or sale of any financial instruments and should not be relied upon as an investment recommendation. Alerus Financial, N.A. and its affiliate subsidiary company make no representations or warranties as to the accuracy, completeness or timeliness of the information. The information is not intended to provide legal or tax advice. Individuals should consult a qualified legal or tax advisor for advice specific to their circumstances.

Alerus Wealth Management provides products and services through Alerus Financial, N.A. and its affiliate subsidiary company Alerus Securities Corporation, a broker dealer, member FINRA and SIPC. Trust services are offered through Alerus Financial, N.A. Registered representatives may offer securities through Alerus Securities Corporation.

Investment products: 1) Not FDIC insured 2) Not guaranteed by bank 3) May lose value.


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