A complete list of active advisors currently associated with Albitz/Miloe and Associates, Inc.

Warmer can help you find a great advisor at Albitz/Miloe and Associates, Inc. or one who fits your needs even better.

Albitz/Miloe and Associates is an SEC‑registered advisory firm serving primarily individual and high‑net‑worth clients as well as entities such as trusts, charities and corporate pension or profit‑sharing plans; the firm reports about $821 million in assets under management, six advisors, and roughly 657 client relationships. It offers three core services: a discretionary managed account called the Greater Value Account (GVA), a variable‑annuity allocation service (CAM), and a Quarterly Report Advisory service that provides periodic analysis and recommendations. The firm tailors portfolios to client objectives and risk tolerances, using a mix of mutual funds, ETFs, individual equities, fixed‑income, REITs and insurance‑based products, with GVA accounts managed on a discretionary basis and CAM and Quarterly Report engagements offered non‑discretionarily. Advisors monitor accounts regularly (with at least quarterly contact) and use both fundamental and technical analysis, may aggregate trades via block trading, and note that CAM implementation is constrained by the investment sub‑accounts available within a client’s annuity contract. A distinguishing feature is that the firm’s advisors are dually licensed as registered representatives of a non‑affiliated broker‑dealer and as investment adviser representatives of that broker‑dealer’s RIA platform, and they may also manage advisory assets on that separate platform; this affiliation and dual registration can result in commissions, 12b‑1 or trailing compensation and production‑based bonuses at the advisor level, which the firm discloses and addresses through supervisory procedures, a code of ethics, and client disclosures. The advisory team also includes credentialed planners and analysts (CFP, CFA, CRPS among them) and the firm maintains long‑standing operations and formal policies (custody/SLOA safeguards, business continuity, and written supervisory reviews) to manage conflicts and operational risks.

To learn more about the advisors currently working at Albitz/Miloe and Associates, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.