Small town services with global resources
With over 150 years of financial experience between us, our team 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.
As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S. economy. 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.
June 30, 2025
Global insight monthly
October 30, 2024
Trend & cycle: The long view
July 10, 2023
Investor's Edge
May 20, 2022
Interest rates will … fluctuate; your investment strategy shouldn’t
Equity investors have long dreaded September. But we provide some context as to why stocks tend to sag in the month and explain why investors should keep their eye on the long-term ball when it comes to portfolio positioning.
