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Financial Perspectives, Inc.
Financial Perspectives, Inc. is a full-service wealth management and independent registered investment adviser headquartered in Minneapolis, MN. Founded in 1985 by Michael T. Dugan, the firm provides holistic financial advice and investment management focused on accumulating, preserving, and passing on client wealth. The company emphasizes trust, integrity, and individualized solutions to serve high-net-worth individuals, families, and institutions. Employee count is not publicly disclosed.
Investment Strategy
Financial Perspectives, Inc. offers customized investment strategies utilizing a broad range of asset classes, including ETFs, mutual funds, stocks, bonds, REITs, and alternatives to construct diversified portfolios. The firm operates as an independent adviser without bias to product or affiliation, tailoring advice to each client's specific goals, risk tolerances, and circumstances. Their process integrates comprehensive financial planning, with ongoing estate, tax, and insurance considerations, ensuring alignment with each client’s long-term vision and objectives.
Latest 13F Filing Activity
Financial Perspectives, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 711 equity positions with a total 13F market value of $361M. The fund increased holdings in Apple Inc., Alphabet Inc., Broadcom Inc. among other positions. Financial Perspectives, Inc. reduced exposure to Boston Scientific Corp., Mercadolibre Inc., Novo-nordisk A S among others.
Top Holdings
Equity Positions (711)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MDT | MEDTRONIC PLC | 5.73% | $20.7M | 216,940 | $114.70 | $95.24 | +$1.6M |
V VGT | VANGUARD WORLD FD | 5.72% | $20.6M | 27,642 | $422.75 | $746.63 | +$1.7M |
V VYM | VANGUARD WHITEHALL FDS | 5.61% | $20.2M | 143,525 | $104.65 | $140.95 | +$1.5M |
M MSFT | MICROSOFT CORP | 4.78% | $17.2M | 33,250 | $243.85 | $517.95 | +$479.6K |
A AAPL | APPLE INC | 4.52% | $16.3M | 63,968 | $126.83 | $254.63 | +$2.9M |
Industry Allocation
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