Boulay Financial Advisors, LLC is a financial advisory firm based in Eden Prairie, Minnesota. It currently has approximately $1,703,341,244 of assets under management and employs about 40 people. Boulay Financial Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

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.

The Wealth Group – Austin B. Colby & Associates is a Registered Investment Adviser based in Eden Prairie, Minnesota, established in January 2021. The firm offers investment advisory services tailored to meet clients' needs and investment objectives, including asset allocation strategies and financial planning consulting services. Clients have the option for discretionary and non-discretionary investment advisory services through various managed account programs. The firm charges asset management fees ranging from 0.25% to 1.00% annually based on assets under management. Financial planning services are provided through fixed fee arrangements. TWG does not charge performance-based fees or participate in side-by-side management. The firm serves individuals and high net worth individuals with no minimum account size requirement. Investment strategies may include asset allocation, dollar-cost averaging, technical analysis, and long-term or short-term purchases. Clients are encouraged to consult with a tax professional due to potential tax implications. The firm does not have any reportable disciplinary events in the past ten years and does not have physical custody of client funds. Clients may grant TWG discretionary authority over their accounts, and the firm does not vote proxies on behalf of clients. The Wealth Group advertises its services through the SmartVestor program and may compensate third-party intermediaries for client referrals.

Abbey Street, LLC, established in 2018, is a financial advisor firm specializing in Corporate Retirement Plan Services and Private Family & Multi-Generational Wealth management. With $315,133,609 in assets under management as of December 31, 2024, Abbey Street offers fiduciary investment consulting services for corporate retirement plans, including investment manager search, fiduciary consulting, vendor management, and plan design consulting. The firm's investment philosophy emphasizes diversification, asset allocation, and risk management, tailored to individual client needs. Clients may engage Abbey Street for discretionary portfolio management. Abbey Street charges fees based on a negotiated percentage of assets under management or a fixed fee, with fee structures varying for different asset levels. The firm does not charge performance-based or side-by-side management fees. Abbey Street does not impose account minimums and provides services to various client types. The firm maintains a Code of Ethics, ensuring high standards of business conduct and client confidentiality. Abbey Street does not participate in referral arrangements or revenue sharing. The firm does not accept proxy-voting authority on behalf of clients and does not charge clients in advance. Clients are encouraged to review their accounts regularly, and Abbey Street maintains strict privacy policies to protect clients' non-public personal information. For more information, clients can contact Daniel Mulheran at (952) 224-7272 or [email protected].

Provenire Capital, LLC, established in April 2013, is a registered investment adviser located in Minneapolis, MN. The firm specializes in providing discretionary investment management services to pooled investment vehicles and separately managed accounts. Clients primarily invest in U.S. and non-U.S. publicly traded equity securities, with a focus on specific sectors for the pooled investment vehicles. Provenire's investment approach includes fundamental research, proprietary forecasts, and risk/reward analysis. The firm manages $65,536,959 of regulatory assets on a discretionary basis as of December 31, 2024. Fees are negotiable and range from 0.75% to 2.0% per annum for the pooled investment vehicles and 0.50% to 2.0% per annum for separately managed accounts. The minimum investment amount for the Funds is typically $250,000, while the minimum account size for separately managed accounts is generally $5 million. Provenire acts as a fiduciary and has full discretionary authority over investment decisions. Clients receive monthly performance reports and annual audited financial statements. The firm has custody over client assets held at a custodial broker-dealer and may engage in soft dollar practices for research services. Provenire has no disciplinary events, and clients may request the firm's Code of Ethics for review.