Minneapolis Portfolio Management Group: Grow Your Wealth

0 Wealth management for astute investors.

An established track record across market cycles and economic uncertainties

A $100 investment in the MPMG All Cap Value Composite portfolio from 1995 through December 2024 compared to major stock market indexes.

The past performance of investments made by MPMG does not guarantee the success of MPMG’s future investments. As with any investment, there can be no assurance that MPMG’s investment objective will be achieved or that an investor will not lose a portion or all of its investment.

The performance results are shown net of actual fees from 3Q 2004 - present, a 2% model fee for 2Q 2000-3Q 2004, and a 2.2% model fee for 1995-1Q 2000. Model fees represent the highest fee charged to any account managed by MPMG while associated with Salomon Smith Barney and, subsequently, Wachovia Securities, LLC. Investment advisory fees may vary significantly from client to client. MPMG’s investment advisory fees begin at 2%, and may decline based on factors such as (but not limited to) the amount of assets under management, the nature of the assets, the type of analysis required to manage the account, the level of service required by the client and the overall relationship of the client with MPMG. The fees charged for wrap programs typically include investment management fees, transaction costs and, in some cases, custody fees.

Link to full disclosures

A simple & singular purpose

We strive to do one thing well, rather than many things average.

MPMG has one focused strategy - consisting of our best ideas. We act as a trusted fiduciary, meaning that our clients interests come ahead of our own. As evidence of this commitment, our portfolio managers are invested in the same businesses as our clients.

When you have patience and invest in quality companies at the right price, it’s incredible how well they can do for you.

Our investment philosophy

The last 10 years of investing

Nothing lasts forever. The past 10 years of investing have been defined by significant government intervention. This era of “free money” created a speculative environment that, in our opinion, didn’t properly price risk.

With the return of inflation and normalization of interest rates, this never-before-seen period is over. This reversal and return to a more normalized market will, in our opinion, usher in a new and long-lasting period of prosperity for investors who practice prudent stock selection based upon disciplined value-based principals.

Complimentary portfolio review

The Speaker Series Event

Each year we host a lively evening with successful individuals and like minded investors. Festivities include:

• A lively speech from a thought leader of the day.

• Updates on the MPMG portfolio and global economy.

• Great food and libations.

Learn more 2025 | Q3- The best time to plant a tree…

The first three quarters of 2025 represent a truly remarkable time in equity markets. Initially, markets experienced a significant rally following the November election. Then, investors were hit with one of the most rapid corrections in recent history, exacerbated by “Liberation Day” on April 2nd as unprecedented tariffs…

Read More → 2025 | Q2- The age of acceleration

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Anyone who watches the old Andy Griffith Show will see the sheriff picking up the phone and speaking to Sara, the operator.

Read More → 2025 | Q1- Feels like the first time

It’s certainly not pleasant, but seasoned investors know that a market seemingly drowning in uncertainty and volatility, as it is today, is a frequent, if unwelcome, visitor. As this letter went to publication, the market’s status was highly fluid, with little clarity about what to expect in the days and months ahead.

Read More → 2024 | Q4- A return to normalcy

The dawning of a new year is as opportune a time as any to pursue new habits with the goal of achieving notable life improvements. Often, this means significantly changing your approach to daily living, such as exercising more, improving your diet, or saving more money toward your most important goals.

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