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Our Investment Philosophy

Whether you are an individual with a taxable account, a foundation, or a client who has put assets in a trust, we approach our responsibilities the same way — focusing on what’s best for you. Improving overall portfolio risk-adjusted returns is at the core of what we do. We have always believed in — and focused on — managing downside risk while striving to achieve strong investment returns, especially in extreme market environments.

We manage your money like it’s our own.​..Transparency, Performance, Opportunity.

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About Our Work


Split Rock Private Trading & Wealth Management is a Registered Investment Advisor (RIA) that manages investment portfolios on a discretionary basis.  We work directly with clients on a conflict-free, fee-only basis. We are held to a Fiduciary Standard as an RIA and giving the right advice is the heartbeat of our firm.  We have no ties to any Broker-Dealers, Insurance/Annuity Companies or Banks.  No one pays us but you and we serve no other interest but those of our clients.  We are located near Minneapolis, Minnesota with offices in Duluth, MN and Cloquet, MN.


We offer a variety of Investment Opportunities including:

  • Separately Managed Accounts 

  • Equity Income & Dividend Investments

  • Equity & Commodity Investments

  • Bakken & U.S. Energy Shale Investments

  • Alternative Investments (Must be Accredited Investor)

  • Portfolio Builder Models

  • Small Business Retirement Plans
  • 401k's
  • 403(B)'s
  • Available as Third Party Money Managers through Interactive Brokers