Our purpose is to create enduring worth - living in society, not off it.
Each of our clients has a distinctive story and a unique set of needs
Whether you’re building your business, growing your family, or creating your legacy, we take the time to understand your potential and apply our years of expertise to help you achieve it. Through deep client relationships built on mutual trust, we make the extraordinary possible.
This approach has defined us since our founding in Rochester, Minnesota, in 1974. It’s a philosophy that shapes every aspect of our business.
Though we've expanded significantly from our beginnings nearly five decades ago, the principles upon which we were founded remain as relevant and essential as ever.
Our journey of organic growth and strategic acquisitions sets us apart — from a small finance company in Minnesota to an international financial organization. We pride ourselves on a unique balance of tradition and innovation, guiding us toward lasting success..
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Stocktec exists to create enduring worth for all of our stakeholders: our clients, our people and the communities in which we operate. This purpose is expressed in four key values that shape the way that we work and live within society.
We believe in long-term relationships built on mutual trust, open and honest dialogue and cast-iron integrity.
We are committed to genuine collaboration and unwavering dedication to our clients’ needs and goals.
We thrive on energy, ambition and outstanding talent. We are open to fresh thinking. We believe in diversity and respect for others.
We collaborate unselfishly in pursuit of group performance, through open and honest dialogue – using process to test decisions, seek challenge and accept responsibility.
Cases completed
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Years of Experiences
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