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 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

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

Meet the team

Learn more about The Lambert Dickson Group.

Latest Insights

Woman shopping for groceries

The Fed approaches a new phase of interest rate policy

Dec 19, 2024 | Atul Bhatia, CFA

Markets head lower following a hawkish rate cut by the U.S. Federal Reserve. We discuss the reasons behind the Fed’s shift and if investors really need to fear higher rates caused by stronger growth.

Read more

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