Tealwood Asset Management Inc.
Tealwood Asset Management Inc is an independent, fee-based asset manager headquartered in Minneapolis, Minnesota. The firm was founded in 1986 and serves the financial needs of individuals, families, non-profit organizations, and select companies, offering tailored investment strategies and acting as fiduciary advocates. Tealwood prioritizes strong, collaborative relationships, client-focused advice, and values-driven solutions. The firm employs approximately 7 full-time professionals (with other listings suggesting up to 25), emphasizing expertise and personalized service for its clients.
Investment Strategy
Tealwood Asset Management specializes in customized investment strategies focused on managing the financial health of individuals and families. As a fiduciary, the firm aligns its investments with clients’ personal values and objectives, providing rational advice and personalized attention. Their approach emphasizes disciplined portfolio management, long-term relationships, and dedicated service, aiming for lifetime success and financial security for their clients.
Top Holdings
Equity Positions (134)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P POWW | OUTDOOR HOLDING CO | 2.00% | $4.9M | 3,335,000 | $6.15 | $1.48 | +$667.0K |
G GOOGL | ALPHABET INC | 1.78% | $4.4M | 18,122 | $155.09 | $243.10 | +$1.1M |
M MSFT | MICROSOFT CORP | 1.63% | $4.0M | 7,756 | $376.52 | $517.95 | +$1.2M |
A ABT | ABBOTT LABS | 1.52% | $3.8M | 28,110 | $126.08 | $133.94 | +$2.2M |
A ABBV | ABBVIE INC | 1.50% | $3.7M | 15,992 | $110.98 | $231.54 | +$702.0K |