Posted January 26, 2023
Personal Reflections: The Investment Mindset
Investment Insights
Being “In the Know” and Confident [About Wealth]
"If an investor wanted to form their own
investment firm to serve their needs,
we'd like to think it would look like our firm."
Mark A. Miller, JD, CFA
PRESIDENT
"If an investor wanted to form their own
investment firm to serve their needs,
we'd like to think it would look like our firm."
Mark A. Miller, JD, CFA
PRESIDENT
• Personal Reflections: The Investment Mindset
• Investment Insights
• Being “In the Know” and Confident [About Wealth]
CLEAR LOGIC | EXPERIENCE IT
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:
To earn the trust of our clients in a financial world known for conflicts of interest, we maintain two core principles for our firm:
Our approach to serving clients requires an investment of time that is fundamental to client confidence in their investments:
We aim to provide our clients with the same information we would appreciate if we were the client:
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.
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.
We offer investment management, investment consulting, as well as a combination of both services.
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.
Posted January 26, 2023
Personal Reflections: The Investment Mindset
Investment Insights
Being “In the Know” and Confident [About Wealth]
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