About Us.
Investors
We serve high-net-worth individuals, trusts, estates, charitable organizations and certain business entities. Our mission is to provide investment advice and build tailored portfolios designed to meet clients’ objectives. We are committed to providing our best advice, management and performance, backed by consistent top-quality service.
Values
Our purpose is to serve and grow portfolios, relationships and people. Our organization’s integrity is fostered by the commitment of creating leaders at all levels, and embodying extraordinary effort, creativity, teamwork, client focus and personal development.
History
The firm was founded in 2000 by John Murphy and Tom Pohlad joined in 2002. Both were passionate about building a firm centered around partnership and client satisfaction. As an independent, 100% employee-owned firm, we do what is best for clients. We value quality over quantity and by maintaining a smaller staff and client base, we can deliver unparalleled quality service.
