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Subscribe to tailored financial education, 1:1 meetings, ongoing support, and a personal investment strategy plan.
Schedule a detailed portfolio review and performance analysis—an objective evaluation of your investments.
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.
Great financial advisors provide their clients with transparent education about cost, performance, and portfolio construction. Unfortunately, there’s a massive gap in investment knowledge—and not much communication—between most people and the large institutions managing their money.
An objective “second pair of eyes” on your wealth management relationship can help you understand whether your investment thesis is working for you—and whether your current financial advice relationship is the right fit.
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.
