A complete list of active advisors currently associated with CasMilner Consulting LLC
Warmer can help you find a great advisor at CasMilner Consulting LLC or one who fits your needs even better.
The firm provides discretionary portfolio management to individual and high‑net‑worth clients, constructing and managing portfolios primarily of common stocks and documenting client preferences and investment policy before establishing an advisory relationship. Client accounts are held at third‑party custodians chosen by clients, and the advisor executes trades under written trading authority while clients retain cash‑movement control. The investment approach is long‑term and focused on technological innovation, with two documented styles: large‑cap industry leaders that pay dividends and smaller‑ and mid‑cap companies developing advanced high‑technology products. Securities are selected using a proprietary mix of qualitative and quantitative analysis that emphasizes patented intellectual property and the implementation of innovation initiatives, and the firm generally avoids short‑term trading and pooled vehicles such as mutual funds and ETFs. Distinctive operational and background features include a very small, separately managed client base with modest assets under management, weekly account reviews by the advisor, and quarterly written commentary for clients, which together result in individualized account custody and potential trade‑execution variability across accounts. The advisor’s technical background in physics, artificial intelligence and data analytics, combined with volunteer mentoring and advisory or board roles at several startups and evaluation work for a U.S. government research agency (including receipt of private‑company equity awards), provides specialized insight into technology firms while creating potential conflicts managed through a written code of ethics and personal‑trading controls.
To learn more about the advisors currently working at CasMilner Consulting LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Dallas, TX
| 2
|
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