We are a boutique and know all of our clients and their families personally.
Eden Prairie Capital Management is a Registered Investment Advisor focusing on Private Clients.
Our founder, Mike Toay, has over 30 years of experience working in financial services. He was a Senior Portfolio Manager for over 17 years with one of the largest banks in the country, managing assets in excess of $400 million.
We have a disciplined and well-defined investment process which is easily understood. Though past performance does not guarantee the future, we are happy to share our investment results.
We will never hesitate to offer advice and recommendations as we recognize it is what our clients pay us for. However, our clients' wealth management needs are all unique and will always be approached with a professional, disciplined and thoughtful approach.
We use Charles Schwab Institutional Advisors as custodian for all of our client accounts. They are one of the largest custodians serving independent Registered Investment Advisors in the country. Client statements and trade confirms are generated by the custodian who is responsible for their accuracy. Portfolio values can be viewed online in real time. Statements, transactions and tax documents can also be accessed online.
Separating client assets held by an institutional custodian, from the asset management organization itself, is a critical means of consumer protection.*
Our clients are guaranteed exceptional service and are always encouraged to call. In addition, through Charles Schwab, our clients have access to a dedicated team of professionals who only work with independent Registered Investment Advisor firms as our own. Whether they are investment or administrative in nature, your questions will always be answered promptly!
We are interested in learning about your unique circumstances, objectives and concerns. We'd like to be your trusted financial advisor for generations to come.
*Since Eden Prairie Capital Management deducts fees directly from customer's accounts, we assume "constructive custody".