Overview
Miller Global Investments, L.L.C. (the “Adviser”) is an independent firm offering investment
management and financial planning services. We manage securities portfolios for private
individuals and investment funds on a discretionary basis. We offer financial planning services to
help clients with lifestyle, charitable, retirement, estate, healthcare, and other issues. Financial
planning services do not include the preparation of legal documents.
Scott L. Miller (the “Principal”), sole owner of the firm, founded the firm in 1998.
We provide investment management services to individual clients (including trusts, private
corporations, and retirement accounts). We provide investment management services to clients
through separately managed accounts over which we have discretionary investment authority.
Managed Account Clients
The Individual clients’ assets are held in the
form of separately managed accounts maintained
with qualified custodians. After reaching agreement with individual clients on broad asset
allocation guidelines, we select individual securities for purchase, issue instructions to broker-
dealers and maintain accurate records of current activity. Clients generally are not involved in
specific individual security decisions.
To meet the diverse investment objectives of our clients, we employ several investment
strategies and tailor our services to the specific needs of each client. We categorize these
strategies as Cash, Fixed Income, Equity Income-U.S., Equity Growth-U.S., Equity
International, Alternative, and Hedge with sub-strategies within the categories.
We manage $154,667,675 in client assets on a discretionary basis, calculated as of December 31,
2023. We do not manage assets on a non-discretionary basis.