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.
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 |