A complete list of active advisors currently associated with Miller Tabak Asset Management

Warmer can help you find a great advisor at Miller Tabak Asset Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at Miller Tabak Asset 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.