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Subscribe to tailored financial education, 1:1 meetings, ongoing support, and a personal investment strategy plan.
Become a client of our Family Office and access comprehensive wealth management and investment advisory services.
Institutional investors like pension funds and endowments rely on third-party experts for investment management, referred to as Outsourced Chief Investment Officers (OCIO).
Mill Hill makes this support system and information available to personal investors, acting as your Personal Chief Investment Officer (PCIO).
Together, we’ll methodically build your investment IQ, analyzing market dynamics side-by-side to understand what they mean for you. You’ll get a personal investment committee and the financial markets education you need to make informed decisions as you continue your investing journey.
In our initial consultation, I’ll get to know you, your experience with financial markets, and your near-term goals.
From there, we will have weekly or bi-weekly strategy meetings, exploring the dynamics of financial markets, education on financial products and concepts, portfolio construction, and personal finance.
Mill Hill is a registered investment advisor (RIA) and modern multi-family office.
We help our clients with a full suite of wealth management services including investment management, estate planning and tax strategy, philanthropic strategy, cybersecurity, business advisory, and risk management frameworks.
