Mia Lee Financial

Mia Lee Financial (doing business as M Virtue LLC) is a small independent investment adviser that provides ongoing portfolio management and investment advisory services to individual clients, including high-net-worth individuals. The firm creates an Investment Policy Statement for each client, may be granted discretionary trading authority, and requires clients to custody assets at Betterment.

The firm’s investment approach combines fundamental analysis, modern portfolio theory, and quantitative analysis, with a focus on equities, fixed income, and ETFs implemented via a long-term trading strategy. Risk tolerance and time horizon are documented in each client’s IPS, and the firm states it seeks to act in a fiduciary capacity and to allocate investment opportunities fairly, although it does not aggregate trades across client accounts.

A distinctive feature disclosed in the brochure is that the firm’s principal also practices as an accountant and may offer clients accounting-related services outside the advisory business; the firm notes this could present a conflict of interest but states clients are not required to use those services and the accounting practice does not have signatory authority over client accounts. The adviser is a recently formed solo practice (established May 2024) and reported no assets under management as of July 2024 in its ADV, information that prospective clients may consider when assessing the firm’s scale and operational capacity.