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Susan M

Series 63, Series 65

Las Vegas, NV

Edgemont Investment Management, LLC

Susan Miller is the sole advisor at Edgemont Investment Management, LLC in Las Vegas, NV, holding Series 63 and Series 65 designations with 24 years of industry experience. She has been with Edgemont Investment Management since 2001. Edgemont Investment Management provides investment supervisory and portfolio management services to individuals, businesses, pension and profit-sharing plans, and trusts and estates, managing most client accounts on a discretionary basis. The firm combines fundamental and technical analysis in its investment process and offers a range of strategies including active trading and tax-efficient, individually managed portfolios, with a notable specialization in pension and profit-sharing plan consulting.

Active portfolio management Tax-loss harvesting Options & derivatives strategies
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