Waynesburg, PA E High Street Office

Milinovich & Co., Inc. provides fee-only investment management and financial planning services to individuals, families, small business owners, trusts, estates and other entities. The firm reports managing roughly $106 million in discretionary assets and serves about 300 client relationships.

Portfolios are typically built from mutual funds, ETFs, bonds and CDs with an emphasis on asset allocation, long-term investment horizons and investor-specific risk profiles; the adviser develops written client profiles and monitors accounts on an ongoing discretionary basis. The firm uses analytical tools such as Morningstar and Charles Schwab’s institutional platform to evaluate funds and managers, and offers modular or comprehensive planning engagements delivered in writing or electronically.

Distinctive elements include a relatively small advisory team supporting a large number of client relationships, which implies a higher client load per advisor than many peers. The firm operates as fee-only, generally recommends Charles Schwab as custodian and deducts fees under client authorization, maintains policies such as not voting proxies on managed accounts, and employs staff with professional certifications who are active in local community organizations.