DGI Fund group investor photo

The Firm

Who We Are

Disciplined Growth Investors is an independent, 100 percent employee-owned, SEC-registered investment advisory firm based in Minneapolis.

We are a close-knit team with decades of experience in the market, passionately committed to our business and our clients.

We use a highly disciplined investment process, designed to capture the full benefit of a company's growth potential over time and limit the downside if the company fails to meet expectations.

This process demands the complete dedication of a small team where everybody is personally committed to building wealth for our clients; rewarded for successes and accountable for mistakes. For that reason, we are not a large firm and never will be.

If the disciplines we follow sometimes steer us away from the conventional wisdom of the hour, our response is to stay the course. That's why clients come to us, and that's how we get results over time.

Our structure is lean and flat, stressing individual responsibility within a group framework; no prima donnas, no drab functionaries. Investment and business management operations are separated, and key employees participate in the firm's long term success through direct equity ownership.

Our History

When Disciplined Growth Investors opened its doors for the first time in February 1997, our founder, Fred Martin was by no means a newcomer to the business.

Fred Martin started the company with 24 years of investment experience, a sterling track record at several leading investment firms and a loyal client following. He brought an investment process he felt unique in its discipline and focus, honed and tested over the ups and downs of the market for almost three decades. Fred was widely recognized not only as a smart investor, but as a person of integrity and character.

He set out to create a different kind of investment firm; one where every element - structure, culture, commitment to the investment process and sheer zest for the business - came together to serve a select group of clients exceptionally well. The new company would stake its performance on the skill and dedication of every member of the investment team, rather than one star performer. Key team members would participate in the firm's long term success through direct equity ownership. The mission would be straightforward: to provide premium services at reasonable fees.

Within a week of its start, Disciplined Growth Investors had $700 million under management.

Today, managing small cap growth, mid cap growth, and balanced growth portfolios for institutions as well as high net worth individuals, Disciplined Growth Investors is making its mark as an investment advisor committed to building wealth for its clients.

1.855.DGI.FUND (344.3863)

ALPS Distributors, Inc. is the distributor for The Disciplined Growth Investors Fund. An investor should consider investment objectives, risks, charges and expenses carefully before investing. Click the link to obtain a prospectus which contain this and other information, or call 1.855.DGI.FUND. Read the prospectus carefully before investing. An investment in the Fund involves risk, including possible loss of principal.

Investments in small and mid-size companies will generally lead to greater volatility. Investments in fixed-income securities are subject to increased loss of principal during periods of rising interest rates.

Not FDIC Insured - No Bank Guarantee - May Lose Value

©2011-2017 The Disciplined Growth Investors Fund. All rights reserved.