CONNECT

Address:

Paynesville Office                                  
203 Washburne Avenue                          
Paynesville, MN 56362
                         
Phone: 320-243-3100                            
Fax: 320-243-3120                                 

Willmar Office
2100 19th Ave SW
Willmar, MN 56201

Phone: 320-235-7432
Fax: 320-243-3120

Phone:

What Makes Us Different

About The Managed Assets Group

The Managed Assets Group provides you with a comprehensive suite of investment management and wealth planning solutions, serving affluent families, business owners, executives and institutions since 2003. The Managed Assets Group is headquarted in Paynesville, Minnesota and was established based on the premise of inspiring our clients to achieve True Wealth.

We concentrate on building deep and genuine relationships with our clients to deliver extraordinary service to them. We understand you have unique goals and objectives and we're passionate about helping you discover and achieve your desired outcomes. Our goal at The Managed Assets Group is to be your most trusted financial advisor by sharing our professional knowledge, integrity and personalized wealth management service with you.

What Makes Us Different

Our priority is to inspire you to live your life by design, not by default. Once you are inspired to share what you want out of life, we help you make informed decisions that are logical for you. Our skilled team will develop a plan to help you work towards realizing your dreams. Making informed decisions can only be accomplished by providing you with education, so you have an overall understanding of what we're doing for you, why we are doing it and how it applies to you. We connect with our clients by communicating with you as a person, not just treating you as an account. We deliver a level of service that will exceed your expectations. We have a seamless proactive process, which simply means, we anticipate your needs before you even know there is a need. It means being bifocal, which requires paying attention to what is happening today and anticipating changes on the horizon. Additionally, the entire team contributes their value to the process, giving you a systematized approach so you can experience The Managed Assets Group way.