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Complete Investment
Management (CIM)
This service is designed for the client that would like to have their portfolio managed completely by Miller Capital Partners. We maintain complete responsibility for designing and managing an investment program that is customized to the client’s goals and objectives. A primary foundation of our service is development of a personalized, written Investment Strategy, which is based on detailed financial forecasts of a client’s future cash flow needs.
We do not simply rely on rules of thumb and place every client in a pre-packaged investment portfolio, as is the case with many investment firms. The words “customized portfolio” and “personalized Investment Strategy” really mean something to us because any investment service which is not uniquely customized to our client is a disservice to that client.
Asset Allocation Management (AAM)
This service is designed for the client that would like to have their investments managed by Miller Capital Partners, yet with lower costs where the goal is to match certain returns in the market, but not exceed them. As with the Complete Investment Management (CIM) service, we take complete responsibility for designing and managing an investment program that is customized to the client’s goals and objectives. However, unlike the CIM service, the Asset Allocation Management (AAM) service uses index funds to invest in the markets. The primary focus of the AAM service is to select the right mix of stocks, bonds and cash for our client.
Limited Portfolio
Analysis and Consulting (LPAC)
This service is designed for the client that manages their own investments, but would like to have advice on their overall portfolio strategy, including analyzing actual results and asset allocation. We make available our experience in the investment markets to these clients so that they are not operating all alone. While we do provide asset allocation recommendations, they are not based on our detailed financial forecasts of a client’s future cash flow needs, as is the case with the CIM and AAM services above.
Complete Portfolio Analysis and Consulting
(CPAC)
This service is similar to the Limited Consulting service but with higher service level agreements. This service coordinates client investments with other holdings, personal and financial goals, and tax, estate planning and family objectives. We provide a comprehensive evaluation on performance, asset allocation recommendations, tax-efficiency, and integration with other financial and personal factors. Individual and corporate trustees that are looking for an independent investment advisor for trust funds often utilize this service.
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