Miller Global Investments, LLC

Miller Global Investments, L.L.C. is an independent adviser that provides discretionary investment management and financial planning for individuals, trusts, privately held corporations, retirement accounts, and investment funds, managing about $199 million in client assets through separately managed accounts. The firm typically works with high‑net‑worth and individual clients and generally applies a separately managed account minimum (usually $2,000,000, with occasional exceptions).

The firm’s investment process emphasizes bottom‑up fundamental security selection supplemented by technical and macroeconomic analysis, and it offers seven core strategy categories (Cash; Fixed Income; Equity Income‑U.S.; Equity Growth‑U.S.; Equity International; Alternative; and Hedge) that are tailored to client objectives. Execution is handled in block trades through its custodian platform and the firm uses tools such as options, exchange‑traded funds, structured products, and mutual funds to implement specialized exposures.

Notable differences from many peers include the firm’s stated work for a broader set of institutional counterparties — uncommon for a small supported advisory team — including sovereign wealth funds, banking or thrift institutions, state and municipal entities, insurance companies, and other investment advisers. The brochure also highlights relatively uncommon investment capabilities for a firm of this size, such as explicit digital‑assets exposure and allocations to inverse floating‑rate mortgage‑backed securities alongside its alternative and hedge strategies.