A complete list of active advisors currently associated with Murphy Pohlad Asset Management LLC

Warmer can help you find a great advisor at Murphy Pohlad Asset Management LLC or one who fits your needs even better.

Murphy Pohlad Asset Management provides investment management to individuals, trusts, estates, charitable organizations and certain business entities, with a client base that includes high‑net‑worth households. The firm’s services are delivered on a discretionary or non‑discretionary basis and are primarily compensated through asset‑based fees. The firm develops a written investment policy statement for each client and tailors portfolios that range from broadly diversified allocations to focused holdings of roughly 30–35 individual stocks. Its investment process emphasizes fundamental analysis of company financials and management, valuation discipline for equity selection, laddered fixed‑income strategies, and efforts to limit trading to reduce costs and turnover. Murphy Pohlad does not offer standalone comprehensive financial planning in the manner some peers do; instead it provides planning and collaboration services tightly integrated with portfolio management, such as consolidated portfolio reporting, cash‑flow and distribution analysis, strategies for concentrated company stock and employee equity compensation (ISOs/ESPPs/deferred compensation), and coordination with clients’ CPAs and estate advisors. The firm also operates with a small advisory team managing roughly $640 million in assets, typically works through client‑directed custodians (many clients use Schwab), and generally requires a $2 million account minimum (subject to waiver).

To learn more about the advisors currently working at Murphy Pohlad Asset Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.