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Aethlon Capital is an independent, employee-owned firm based in Minneapolis, specializing in high-quality mid to small cap value equity investing for institutions and high net worth families. With a disciplined investment philosophy and a commitment to long-term performance, the firm has focused on identifying well-managed, financially strong companies for over 33 years. Employing a time-tested fundamentals-based approach, Aethlon Capital aims to preserve and grow client capital by navigating through diverse market cycles. Their skilled team, with more than 100 years of combined experience, emphasizes alignment with clients, positioning themselves as co-investors in the same portfolio to generate attractive returns. Generated from the website

J.P. Morgan Private Bank delivers customized wealth management advice and solutions to individuals and their families, leveraging our broad capabilities in investing, family office management, philanthropy, lending, fiduciary services and special advisory services to help our clients advance toward their own particular goals.

Alerus is a commercial/wealth bank and retirement service provider.