A complete list of active advisors currently associated with MEM Investments
Warmer can help you find a great advisor at MEM Investments or one who fits your needs even better.
MEM Investments (M. E. Miller Investors, LLC) provides discretionary investment advisory and portfolio management services to individuals and a range of institutional clients. The firm works directly with individual and high-net-worth clients and also accepts pension and profit-sharing plans, trusts, foundations, registered funds and other business entities. The firm’s investment approach is equity-focused and driven by fundamental research, including analysis of regulatory filings and financial statements, meetings with company management, discussions with industry analysts, attendance at sector conferences, and financial modeling. Portfolios are generally constructed from individual domestic and foreign equities, with ETFs used only occasionally to address specific client needs, and investment discretion is exercised in line with each client’s stated guidelines. Distinctive features include operating as a single-advisor independent firm managing approximately $95 million for about 78 clients while serving an unusually broad client mix that explicitly includes institutional and foreign fund types (such as UCITS, SICAVs, and registered mutual funds). The firm does not engage in product sales, derives revenue solely from advisory fees, does not vote client proxies (clients retain voting responsibility), and recommends custodians that provide institutional trading and custody services to support its operations.
To learn more about the advisors currently working at MEM Investments, 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 |
|---|---|---|
Malibu, CA
| 18
|
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