Carlson Investment Group was founded in 1989 to provide investment management services to institutions and individuals. The firm is registered under the Investment Advisers act of 1940 and is independently owned.  Our portfolio management team has over 100 years of combined experience and is supported by a team of professionals who specialize in client service, account administration, research, and trading.

Investment Management

Carlson Investments

Carlson Investments' headquarters in Concord, United States

Jay Mullins

Alan Rattee

Greg Partyka

Max Kemper

Devin DaRosa

Kate Graham

Kyle Fellers

Daniel F Bednarczyk

This department focuses on managing and optimizing the organization's portfolio of projects and client relationships.

Carlson Investments

Org chart

Teams

Portfolio Management

Offices

Carlson Investments

Org chart

Teams

Portfolio Management

Offices

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