Miller Tabak Asset Management
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About
Miller Tabak Asset Management provides discretionary and non‑discretionary portfolio management to individuals, small businesses, and investment entities, with an emphasis on fixed‑income securities and managed municipal bond strategies. The firm manages approximately $1.24 billion in discretionary assets and focuses on ongoing portfolio management rather than comprehensive financial planning.
The firm's investment process emphasizes active fixed‑income management — including security selection, portfolio duration, credit quality, sector allocation, and macroeconomic and business‑cycle analysis — and may employ sub‑advisers for designated strategies. Clients receive quarterly portfolio appraisals and market commentaries, and MTAM implements client‑directed limits in writing while recommending custodians chosen by the client.
What is distinctive is the firm’s scale relative to staff: it manages assets for a large number of client accounts (roughly 900+ clients with two advisory professionals), resulting in a high client‑to‑advisor and AUM‑per‑advisor ratio that is uncommon among peers. The firm also markets specific managed municipal strategies and provides regular performance materials and reporting, while not positioning itself as a high‑net‑worth or financial‑planning firm and not participating in wrap fee programs.
Client services
Expertise
Fee options
$0+: up to 1.00% annually for new investment products or strategies $0+: up to 0.20% annually for existing strategies (municipal bond managed accounts)
Account minimum: $300,000 Fee-only: Fees are based on assets under management, no commissions involved.
Main office
1000 Route 34, Suite 604
Matawan NJ 07747
Advisors at this office
1
Most active in
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Also doing business as
Miller Tabak Asset Management · Mt Asset Management, LLC · Mtam, Miller Tabak Asset Management
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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