Feltl and Company

At its core, Feltl and Company is family owned and operated, with its headquarters in Minnetonka, Minnesota. Feltl and Company is known for its dedication to the customer. In our minds, the needs of the customer should always come first and foremost. At Feltl and Company we understand that each individual investor has differing needs based on the ever changing global economy and individual lifestyles. Our investment professionals will be able to help you make the most of your money by creating a portfolio tailored to fit your needs and financial objectives. By developing a relationship with one of our investment professionals you will be able to gain the trust, satisfaction, and communication you would expect from a first class investment firm. Feltl and Company’s focus is serving the investment requirements of our valued individual, institutional, and corporate clients. We strive to deliver thoughtful advice which markedly benefits our clients in areas they care about.Feltl and Company employs a highly capable and efficient operations staff in its Minnetonka headquarters. Because of their many years of experience, they possess a depth of industry knowledge that few firms can match. And they haven’t forgotten how to use common sense, either.In addition to its in-house operations staff, Feltl and Company has the resources and strength of its clearing brokerage firm, National Financial Services, LLC (“NFS”), a division of Fidelity Investments – one of the largest and most sophisticated investment firms in the world. NFS provides technological systems, programming, and operational capabilities that are second to none. Through NFS, Feltl and Company’s customers may access their investment accounts online 24 hours a day through a program called “Wealthscape.”