Miller Global Investments, L.L.C. employs a disciplined approach utilizing both macro-economic and bottom-up investment analysis for a diversified investment portfolio. Our long-term holding period lowers transaction costs and maintains tax efficiency.


We are highly focused on managing for risks along with returns.


We customize each portfolio to meet our investor’s objectives and risk tolerance.  This process includes utilizing macro and client specific factors in determining the asset allocation among our five investment strategies while maintaining a strong emphasis on minimizing downside volatility.  We can construct portfolios for growth, income, or a balanced combination by the allocation to our investment strategies.


Our five investment strategies:

  1. Fixed Income -- taxable and tax-exempt bonds including government, corporate, agency, municipal, and mortgage-backed securities; we focus on credit quality and duration to manage risk.

  2. Equity Income-U.S. -- U.S. stocks that pay high dividend yields including real estate investment trusts, business development companies, preferred, utility, infrastructure, and other high dividend paying common stocks; we focus on the financial and operational characteristics, sustainability of the dividend, and valuation.

  3. Equity Growth-U.S. -- stocks of growing U.S. companies; we focus on the financial and operational characteristics and valuation.

  4. Equity International -- stocks of growing international companies in both the developed and emerging markets; we focus on the financial and operational characteristics and valuation.

  5. Alternative -- absolute return oriented and commodity investments that have shown low historical correlation to stocks or bonds.