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Our Investment Management Philosophy

Our philosophy is focused on you

Bremer Wealth Management has been helping individuals, families and organizations meet their wealth planning goals for over 40 years. We’ve built a legacy on responsible decision making, personal service and a commitment to providing investment solutions that align with our clients’ objectives.

Our sophisticated philosophy of asset management and service leads to long-term client relationships.

 We choose investments that align with your wealth planning goals.

We strive to reduce volatility and risk, and to enhance returns, with broad diversification across a wide range of asset classes and individual securities.

We are not limited to proprietary options. We combine the expertise of outside money managers with our internal capabilities. Guided by an understanding of your current needs and long-term goals we design a portfolio customized for you.

We evaluate trends in the global economy and the equity and fixed-income markets, and adjust your portfolio as needed to maximize growth and minimize risk.

Whenever possible, we strive to reduce taxes and expenses, which can significantly erode long-term performance.

© 2016 Bremer Financial Corporation. All rights reserved.

Products and services offered through Bremer Trust, National Association are not insured by FDIC, are not a deposit or other obligation of, or guaranteed by, the depository institution, and are subject to investment risks including possible loss of the principal amount invested.