A complete list of active advisors currently associated with Mill Creek Investment Management
Warmer can help you find a great advisor at Mill Creek Investment Management or one who fits your needs even better.
Mill Creek Investment Management provides discretionary portfolio management and standalone investment review services to individual, high‑net‑worth, corporate/business and institutional clients. The firm documents client objectives in a written Investment Policy Statement and conducts at least annual portfolio reviews while implementing agreed‑upon strategies on an ongoing basis. The firm emphasizes establishing a strategic asset allocation tailored to client goals and may use limited tactical allocations when opportunities arise, implementing strategies through a mix of active and passive pooled vehicles, direct equities and fixed income, options, and alternative investments for qualified clients. Accounts are generally managed on a discretionary basis with custodial billing of advisory fees and periodic client reporting. Noteworthy differences from many peers include the availability of performance‑based fee arrangements (subject to regulatory eligibility and administered with a high‑water‑mark) and the firm’s stated work with corporate/business and institutional clients in addition to individuals. The brochure also discloses that the firm’s principal is a licensed attorney with other outside employment, a circumstance the firm identifies as a potential time‑allocation conflict while noting it does not provide legal advice as part of its advisory services.
To learn more about the advisors currently working at Mill Creek Investment Management, 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 |
|---|---|---|
Salt Lake City, UT
| 10
|
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