Welcome to Mill Hill

What we do

Mill Hill Personal CIO

Stop chasing dopamine and gambling on chance outcomes. Mill Hill helps you build discipline and frameworks for better investment decisions.

Advisor Vetting and Selection

Mill Hill helps you evaluate your financial advisor the way institutions vet fund managers — objectively, independently, and behaviorally.

Mill Hill Private Office  

Join a behavioral finance-driven Private Office integrating cybersecurity, decision discipline, and digital-footprint protection into wealth management.

Mill Hill Personal CIO

Mill Hill Personal CIO uplevels traditional investment management as a direct partnership between you and your chief investment officer


M is the alternative -- direct 1:1 relationship designed to teach you the markets, understand your blindspots, and engineer outperformance.

Mill Hill does not sell products, we design and teach lasting frameworks.

Together, we will methodically:

-- Diagnose your current investment strategy and financial behaviors:

The Personal Investment Policy Statement (IPS) is a tailored strategic blueprint that defines your long-term objectives, liquidity needs, risk parameters, portfolio construction guidelines, and rebalancing framework.

-- Design personalized frameworks for your investment strategy and risk tolerance:

Create a personalized Behavioral Finance Framework.  A detailed map of your financial behaviors, identifying your decision biases, emotional triggers, and cognitive strengths.  Paired with PhD-level structured mental models for clearer, more consistent investment decisions.

We will map the entire universe of public investing creating detailed Portfolio Models, with risk metrics (Sharpe, Calmar, upside/downside capture), asset-class targets, and stress tests under multiple scenarios.

-- Recalibrate your funnel of financial data: 

Some data sources are required for your financial success, but most are detrimental to it.  You will learn the Mill Hill Calibration Framework and be able to vet financial sources and market information with ease and comfort.

-- Protect your wealth and your digital footprint:

In today’s hyperconnected world, protecting your wealth also means protecting your data.  From privacy breaches to behavioral manipulation the Mill Hill Vigilance Framework, will how you how to identify, filter, and fortify your digital footprint.

Engagements and Pricing:

1-Month Engagement: Diagnostic and Time Sensitive
$2,500 - $3,500

3-Month Engagement: Implementation of Foundational Frameworks
$6,000 - $9,000

6-Month Engagement: Ongoing CIO Partnership
$10,000 - $15,000


Advisor Vetting and Selection

The wealth management industry is plagued by misaligned incentives and confusing verbiage, often prioritizing product sales over your best interests.


Mill Hill Management acts as your objective second pair of eyes and trusted advocate, cutting through sales narratives to illuminate the best fit for your unique financial life. We employ a meticulous due diligence framework that assesses far more than just credentials and past returns. Our process focuses on identifying advisors with an unwavering commitment to a stewardship mindset.

We vet professionals based on Fiduciary status, true incentives, and strategic alignment.

Our goal is simple: to help you choose advisors who are true stewards—not product pushers—allowing you to move forward with absolute clarity and confidence.

Pricing based on size and scope. Baseline engagements start at $3000.

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