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Johnson Capital Management, LLC
5045 Greenwood Drive
Saint Paul, MN 55112
Jesse Johnson - Founder/President
Jesse graduated Magna Cum Laude and Beta Gamma Sigma from the G.R. Herberger School of Business at Saint Cloud State University with a Bachelor's of Science degree in Finance. Before founding Johnson Capital Management, LLC, Jesse joined MetLife Financial Services where he worked as an Investment Advisor Representative serving individuals and small businesses.
Jesse furthered his career in the investment industry by joining The Hartford as a Financial Analyst in the Investment Portfolio Finance division. In this role he took responsibility for the daily operations for several of The Hartford's mutual funds.
About Johnson Capital
We are an Independent Registered Investment Advisor based in Saint Paul, Minnesota. We offer clients objective, Fee-Only investment management and financial planning services.
What makes us unique is the way that we offer services. Under the commission-structure of the "brand-name" firms, client goals and firm goals are never aligned. Our Fee-Only structure works essentially as a pay-for-performance model. Eliminating the commission structure conflict of interest puts us and our clients "on the same side of the table" - their success is our success, and their pain is our pain. Our compensation structure is typically reserved only for high-net-worth investors; We have made it available to all.
We offer personal financial planning to help you develop, implement, and track the progress of your plan along the way. Your financial advisor will work with you to create a portfolio and help manage your investments to best meet your goals set out in your financial plan.
Services With Johnson Capital
We work with our clients in varying degrees of two capacities:
Financial Planning and Investment Management
Whichever financial services you are seeking, we will help you decide which course of action best satisfies your request.
We believe Financial Planning is a process that ultimately uncovers a direct course of action to meet your goals. Your financial advisor will work with you to devise your personal financial plan.
Proper Investment Management requires a thorough understanding of the type of investor that you are. We take a total portfolio approach to investment management. Using this approach your financial advisor will be able to create a portfolio designed with your goals and personal investor profile in mind.
Working With Johnson Capital
The process of working with us involves an initial interview, basically a discovery meeting. Here we will learn about your goals, expectations, risk tolerance, time horizon, and current financial situation. This will also give you the opportunity to ask any questions you may have. Essentially this is an opportunity for you and Johnson Capital to interview one another.
Following the initial interview, an analysis will be completed on your existing portfolio and incorporated into the factors that you provided (goals, expectations, risk tolerance, and time horizon). This analysis will be presented to you and together; we will take the steps needed to initiate the plan.
Ultimately, investors hire investment managers for performance. Adhering closely to each client's stated objectives and risk tolerance, we strive to produce results that outperform a relevant benchmark index.
Thank you for your inquiry!