Posted January 26, 2023
Personal Reflections: The Investment Mindset
Investment Insights
Being “In the Know” and Confident [About Wealth]
Welcome to Miller Capital
From our beginning, we wanted to operate our firm within a culture of partnership on behalf of our clients.
We know that our clients must always trust us.
To build that level of trust we have created:
A Different Investment Firm
To earn the trust of our clients in a financial world known for conflicts of interest, we maintain two core principles for our firm:
- Client First – We are a fiduciary firm representing the best interests of our clients.
- Firm Independence – We are independent, allowing us to customize our services to the needs and preferences of our clients.
A Different Approach
Our approach to serving clients requires an investment of time that is fundamental to client confidence in their investments:
- Client Focus – We focus on research and exceptional service to our clients.
- Clear Reporting – Our communication to clients, including regular investment reports and investment letters, is clear and supported with our investment reasoning.
A Different Mindset
We aim to provide our clients with the same information we would appreciate if we were the client:
- Clear Logic – Clients should know what we believe broadly, and for them particularly.
- Experience It – Clients should know what they own and why. It is our duty to keep them informed so they can plan confidently and ask effective questions.
Customized Investment Services
Our clients range from those requesting investment management and/or consulting over a few accounts to those requesting our services for dozens of accounts and outside managers.
We are capable of serving virtually any client, regardless of the simplicity or complexity of their investment needs.
Research Approach
At the foundation of our investment services is our commitment to research which we call “Inside Out & Top Down”.
This includes company and industry research (inside) that is informative in understanding larger investment trends (out).
We also spend substantial time analyzing global economic and political developments (top) which impact specific investment decisions (down). We believe our approach is best for our clients.
Investment Choices
We offer investment management, investment consulting, as well as a combination of both services.
- With management, client request us to design and implement investment decisions.
- With consulting, clients retain control to implement their own investment decisions after receiving our analysis and recommendations.
- With both offerings, investors can receive consolidated reporting including performance.
Client Focus
At Miller Capital we focus on serving private clients; individuals, families, private companies, non-profit organizations, and trustees (individual and corporate) of private trusts.
We believe our focus on private clients leads to better service. The diversity and quality of our clients is a clear strength of our firm.
Clients benefit from the ideas, research, and strategies that come in from, and go out to, all our clients.
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Contact Us
We work with clients nationwide. If you would like to learn more about us, you may contact us by phone or e-mail us. We would be happy to provide you with additional information about our firm, our services, and our investment insights.
Address: 1441 W. Long Lake, Suite 100, Troy, Michigan 48098
Phone: 248.901.1650
Email: info@millercapital.com