Investment Management Guided by Your Goals

Portfolios Built for Families and Business Owners

At Crane Capital Management, investment management is never one-size-fits-all. Every portfolio we design begins with an understanding of your goals, risk tolerance, and time horizon. With a CFA charterholder overseeing investment strategy, we bring institutional-grade knowledge to a family-focused firm, helping clients in Minnesota and across the country align their portfolios with the bigger financial picture.

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A Steady, Evidence-Based Approach to Investing

Our investment philosophy is built on discipline and simplicity. We believe in long-term, goal-driven investing rather than speculation, emphasizing diversified portfolios, risk management, and tax efficiency. As fiduciaries, we use low-cost funds, ETFs, and carefully selected strategies that prioritize your interests, never commissions. The result is an approach that aims to balance steady growth with protection against downside risk.

Coordinating Portfolios With the Life You’re Building

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Asset Allocation and Diversification

We tailor asset allocation to your capacity for risk, balancing stocks, bonds, and other assets to reflect your goals and stage of life.

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Tax-Efficient Structuring

We consider both taxable and retirement accounts when managing investments, aligning strategies with your tax situation and long-term plan.

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Integrating Unique Holdings

From employer stock to legacy assets, we evaluate what you own and build around it, ensuring your full portfolio works cohesively.

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Risk Management Practices

We diversify across asset classes and sectors, rebalance portfolios regularly, and use scenario analysis to prepare for a range of outcomes.

We begin with conversations to understand your goals, timeline, and comfort with risk.

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We analyze all accounts, holdings, and liquidity needs to create a complete view.

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We design an asset allocation and withdrawal strategy that fits your circumstances.

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We revisit the portfolio regularly, adapting to market conditions, tax law, and your evolving goals.

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How Investment Management Takes Shape Over Time

Investment Management FAQs

  • What’s your track record or performance?

    We focus on client goals rather than beating arbitrary benchmarks, with portfolios tailored to your unique objectives and risk profile.

  • Do you use individual stocks or funds?

    Most portfolios include a mix of low-cost index funds and ETFs, with selective use of active funds or individual securities when appropriate.

  • How are my investments kept safe?

    Assets are held by independent custodians, giving you transparency and security. As fiduciaries, we are fully aligned with your interests.

  • Can you manage my 401(k) or outside assets?

    Yes. We provide allocation guidance and integrate employer plans into your overall portfolio strategy.

Align Your Investments With Your Goals

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