Whether the clients' goal is to construct an equity, fixed income or balanced portfolio, my investment process will help my clients define their wealth management objectives, and then design a customized portfolio strategy to achieve those objectives. Each client's investment plan is customized adhering to his or her investment objective, time frame and risk tolerance.
In advising my clients on portfolio strategies, Michael Miller is motivated only to meet their investment objectives. I make every effort to be independent and objective with the advice which I provide. With over 30 years of experience advising investors, my investment process is based on integrity and quality of advice.
In advising my clients on portfolio strategies, Michael Miller is motivated only to meet their investment objectives. I make every effort to be independent and objective with the advice which I provide. With over 30 years of experience advising investors, my investment process is based on integrity and quality of advice.
Services
These financial services consist of managing investment assets with more active client participation using a disciplined process of securities selection. Portfolios are constructed of quality companies whose stocks have the potential for growth well above the expected returns of the popular indices such as the Dow Jones Industrial Average, The Standard and Poor's 500, or the NASDAQ Composite.
A full-service investment and financial services firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals, institutions and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
I have been working with individuals and businesses in the United States and across the globe for nearly 30 years. I am committed to ensuring that my clients' investments are suitable with their investment goals. I believe in helping my clients assess their financial goals and participate in the management of their finances.
The first step is to determine the investors' risk tolerance and investment objectives. This is established through a comprehensive Investor Profile Questionnaire and a face to face interview. Michael Miller Financial offers a variety of investment solutions, including separately managed account portfolios, with a range of investment objectives that allow clients to select a portfolio that best suits their individual investment goals.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
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