Small town services with global resources
Our team of experienced professionals offers a unique combination of future driven strategies in an effort to provide comprehensive financial solutions and asset management for our clients. In our effort to build long-term relationships and understanding our client’s unique financial goals, we personalize and actively manage each investment portfolio to help meet the clients immediate and long-term goals.
Successful investing requires a disciplined approach that includes goal setting, developing an appropriate long-term investment strategy, constant risk management, and adherence to client goals. We work closely with our clients to fully understand their needs and concerns in an effort to manage and grow our client’s assets to meet their personal needs and objectives while maintaining a focus on risk management. In the belief that knowledge brings discipline and comfort, we continually educate our clients to the methodology of our investment approach in ever changing economic and market conditions.
Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »
The Miller Investment Group is incredibly proud that David Miller has been the recipient of several prestigious industry awards in recent years. We consider these awards as recognition of our commitment to provide our clients with the best possible service every day.
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. To set up a consultation, please contact us.
April 3, 2024
Global insight monthly
January 2, 2024
Trend & cycle: The long view
July 10, 2023
Investor's Edge
May 20, 2022
Interest rates will … fluctuate; your investment strategy shouldn’t
Wisdom compares life to a journey – it’s also apt for retirement. Retirement is more like a decades-long odyssey around the world than a summer spent learning to sail. Careful planning tantamount to living comfortably and not running out of money.
