A complete list of active advisors currently associated with Millstein Advisors, LLC

Warmer can help you find a great advisor at Millstein Advisors, LLC or one who fits your needs even better.

Millstein Advisors, LLC provides discretionary investment management and occasional consulting to individual clients and individual trusts with investable portfolios typically between about $100,000 and $3 million. Like many independent advisors, the firm operates on a fee‑only basis and manages diversified portfolios using ETFs, mutual funds, equities and fixed income instruments. The firm’s core approach uses the 7Twelve® asset‑allocation framework as a foundation, tailoring allocations and periodic rebalancing to each client’s goals and risk tolerance and conducting regular reviews to confirm ongoing suitability. For risk‑tolerant clients, Millstein maintains a separate opportunistic sleeve that implements options‑based strategies — including calendar spreads, put writing and broken‑wing butterflies — with client consultation before material portfolio shifts. What distinguishes Millstein from many peers is the active use of derivatives within separately managed accounts and a material allocation to opportunistic option strategies (several million dollars within its approximately $9.8 million in total AUM), a practice relatively uncommon among independent firms. Operational practices noted in the brochure include trade aggregation and simultaneous execution of multi‑leg trades, side‑by‑side participation with client accounts, and the use of a broker platform that supports collateral management for certain option strategies.

To learn more about the advisors currently working at Millstein Advisors, LLC, 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.