Possibilities. Life is full of them.

We put the financial pieces together so you can focus on things that are most important to you. Our process is holistic, comprehensive and collaborative with access to a global platform of non-proprietary products and services.

The primary services we offer are:

  • Discretionary investment management
  • Institutional investment consulting
  • Wealth planning, including:
    • Retirement planning
    • Education funding
    • Estate planning
    • Charitable gifting
    • Enhancing your lifestyle
    • Life insurance and long term care insurance planning
  • Access to private banking and credit services through City National Bank
  • Access to RBC Capital Markets services and products

Pleased to serve you in multiple locations

We are proud to serve clients in multiple locations. We invite you to contact us to set up a meeting in one of our convenient locations:

Austin, TX office

300 West 6th Street, Suite 2200
Austin, TX 78701

Minneapolis, MN office

250 Nicollet Mall, Suite 2000
Minneapolis, MN 55401

Global Insight Monthly

Global Insight Monthly cover - May 2025

Imbalancing act

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. Read the Global Insight Monthly »

Take the next step

For more information on the Lambert Dickson Group, please contact us.

Meet the team

Learn more about The Lambert Dickson Group.

Latest Insights

Woman checking stock chart

Is the rebound for real?

May 29, 2025 | Robert Sluymer, CFA

Equity markets have bounced back smartly in Q2. Technical analysis suggests a move higher into early-to-mid-Q3, but investors should watch the U.S. dollar, and more importantly, 30-year and 10-year U.S. Treasury yields.

Read more

Bulletin Board

Disclosures

Karl Lambert is currently registered to conduct business with residents of the following states: AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SD, TN, TX, UT, VA, WA, WI. California Insurance License # 4244611.

Karl Lambert, NMLS # 1557440, William Bard, NMLS # 1583307, and Dave W. Daline, NMLS # 1559188 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Mike Dickson is currently registered to conduct business with residents of the following states: AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SD, TN, TX, UT, VA, WA, WI.

William Bard is currently registered to conduct business with residents of the following states: AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SD, TN, TX, UT, VA, WA, WI. California Insurance License # 4241615.

Dave W. Daline is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, CT, DE, FL, IA, ID, IL, IN, KY, MA, MD, ME, MN, MO, MT, NC, ND, NE, NM, NV, NY, OH, OR, PA, SD, TN, TX, UT, WA, WI. Arkansas Insurance License #568257. California Insurance License # 4035421.

Jim Benson may not be registered in all states. Each financial advisor is only licensed to conduct business with investors within the states of registration.

Read additional advisor disclosures.