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Murphy Capital Management

Who We Are:

  • Murphy Capital Management, Inc., located in Somerset County, NJ, is an Investment Advisory Firm registered with the SEC and is GIPS compliant.
  • The firm was founded in 1983 to provide personalized investment management services to individuals, institutions, foundations and charitable foundations.
  • The firm was acquired in 2017 by Peapack-Gladstone Bank, which is wholly owned by Peapack-Gladstone Financial Corporation.
  • We have a staff of nine professionals consisting of four portfolio managers, one wealth advisor and four operations associates.
  • Assets under management est. $900 million.


What We Do:

  • We customize portfolios using high quality investments tailor-made to our clients’ needs.
  • We use Stocks, ETF’s, Bonds, Master Limited Partnerships, Closed-End Income Funds and various Options strategies to reflect the investment objective, risk tolerance, income needs and time horizon.
  • We do not use a one size fits all mentality. We strongly feel that each client has different financial needs and goals that warrant a personalized portfolio specific to them. Murphy Capital Management does not use mutual funds because of their high fees, inefficient capital gain issues, and lack of visibility.
  • We work in a very measured approach when making investment decisions and pick entry and exit points with great care and precision.
  • Murphy Capital Management is tax sensitive and does not believe in over trading a portfolio.


Core Strategies:

  1. Growth portfolios.
  2. Moderate growth and income seek growth and income with a lower risk profile.
  3. Income portfolios – to reduce risk and generate income by implementing efficient bond strategies.
  4. Concentrated stock positions and using defensive options strategies to generate income and/or hedge downside risk.
  5. Tax sensitive & Preservation of Capital
  6.  eMoney Analysis
  7. Financial Planning services offered through Peapack Private Wealth Management


HOW MURPHY CAPITAL MANAGEMENT IS UNIQUE:

  • Few, if any, investment management firms will individually structure portfolios specific to the client while encouraging client interaction and manager accessibility. We strongly encourage clients to have a level of interaction with our firm that they are comfortable with. We are very accessible to our clients and want them to be comfortable with our investment process.
  • Murphy Capital Management has consistently retained many of its original clients, which we feel is the result of our commitment to providing sound investment management coupled with strong client service.


What Type of Account Best Fits Murphy Capital Management?

  • We seem to best serve clients seeking a boutique investment management firm where service, seasoned investment skills, great care and personalization are the key hallmarks for selection. We are just as comfortable managing a $500,000 all equity portfolio as we are a $20,000,000 balanced portfolio or an all bond portfolio.
  • Average account size is about $1,000,000 and we manage portfolios in the eight figures spanning second and third generations.


Our Fees:

  • Annual investment advisory fee, is generally 1.00% of the value of assets under management, it is based upon various objective and subjective factors, including, but not limited to: negotiations with the client, the amount of the assets placed under direct management, the complexity of the engagement, and the level and scope of the overall investment advisory services to be rendered

Form ADV:

Each year, Murphy Capital Management Inc (and every federally registered investment advisor) is required to file online with the Securities and Exchange Commission an annual report, known as Part I of the ADV. Form ADV is the uniform form used by investment advisers to register with the SEC. Part I requires information about the investment adviser’s business, ownership, clients, employees, business practices, affiliations, and any disciplinary events of the adviser or its employees. That report is publicly available on the SEC’s website located at http://www.adviserinfo.sec.gov/. Locate Murphy Capital Management Ince by using the link on the left hand side titled “Investment Adviser Search.” Select the radio button labeled "Investment Advisor Firm." Search by our name (Murphy Capital Management Inc), our IARD/CRD number (105155) or our Firm SEC number (801-20376).
 
Part II of the ADV is a narrative brochure containing information such as the types of advisory services offered, the adviser’s fee schedule, disciplinary information, conflicts of interest, and the educational and business background of the advisor's management and key advisory personnel. In 2011, the SEC has new rules requiring major revisions in how the information in ADV Part II is presented. The information itself remains largely the same. As part of the revision, we distributed a copy of the new ADV Part II to all of our clients, along with supplements giving additional information about Murphy Capital Management Inc. As this is revised in the future, we shall repost an updated version on our website. To view the latest ADV Part 2A, please click here. To view the latest CRS form, please click here. To view Part 2B of ADV please click here.
 

IMPORTANT: Murphy Capital Management is an SEC registered investment adviser (Registration of an Investment Adviser does not imply any level of skill or training) and a subsidiary of Peapack-Gladstone Bank. This publication is only intended for clients and prospective clients residing in the states in which Murphy Capital Management is qualified to provide investment advisory services. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product including the investments and/or investment strategies recommended or undertaken by Murphy Capital Management, Inc. (“Murphy Capital”), or any non-investment related content, made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this commentary serves as the receipt of, or as a substitute for, personalized investment advice from Murphy Capital. Murphy Capital is neither a law firm nor a certified public accounting firm and no portion of the commentary content should be construed as legal or accounting advice. A copy of the Murphy Capital’s current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request.
Securities and mutual funds are not FDIC insured, are not obligations of or guaranteed of Peapack-Gladstone Bank, and may involve investment risk, including possible loss of principal. Information provided for educational purposes only.


500 Hills Drive
Suite 200
Bedminster, NJ 07921

P: 908-719-6430
F: 908-719-6435