As an initial step, we at Miller & Hurt Wealth Advisors evaluate each client’s current holdings to determine how appropriately they meet the desired objectives. These might include investments for retirement income, education, charitable or other gifts, survivor income, or financial independence. Next, we establish an asset allocation policy designed to meet the client’s individual needs.
Our client portfolios are primarily diversified among carefully selected investment products to include, mutual funds, stocks, bonds, variable and fixed annuities, both domestic and international. Our staff also has access to high quality private account managers when this fits a client’s need. Additionally, our tracking and monitoring services keep clients informed of their portfolio’s rate of return and its relation to industry standard benchmarks.