Why Miller/Russell?

Trusted Advisor
We are here to serve your interests, above all.

Your Chief Financial Officer
We partner with you and your attorneys and accountants to coordinate and align all the facets of your financial life.

Customized Approach
We offer client-centric solutions based on your unique goals, risk tolerance, and time horizon.

Investment Strategy
We strategically design well-diversified portfolios focused equally on risk management and expected return.

Open Architecture
We access the entire spectrum of investment vehicles, without conflict, to present you with top-tier managers and lower costs.

Experience and Education

• Providing independent advisory services since 1991
• One of the largest registered investment advisory firms in the Southwest with over $1 billion in assets under advisement
• Depth and breadth of expertise in investment counseling, wealth management, tax planning, ERISA
• Up-to-date on state of the art strategies and legislation that impacts clients