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Murphy Pohlad Asset Management LLC
SEC-regulated
Registered investment advisor
Murphy Pohlad Asset Management LLC is a registered investment adviser based in Eden Prairie, MN, established in 2000. The firm offers investment management and planning services, tailored to client objectives, with a focus on common stocks, bonds, mutual funds, cash, and exchange-traded funds. Clients can opt for discretionary, non-discretionary, or investment recommendation services. The firm manages over $577 million in assets on a discretionary basis. Fees are charged based on a percentage of assets under management, with a tiered fee structure. Clients typically pay fees quarterly based on the account value. The firm does not participate in wrap fee programs and has a minimum account size of $2.0 million, subject to waiver. Investment strategies include equity and fixed income strategies, aiming to achieve client objectives while minimizing risks. The firm does not accept performance-based fees and primarily serves individuals, trusts, estates, charitable organizations, and corporations. The firm conducts regular reviews of client accounts and communicates with clients through various channels. Clients authorize the firm to vote proxies on their behalf, following Proxy Voting Policies. The firm has no disciplinary information, financial industry activities, or affiliations beyond its advisory services.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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