When searching for holistic financial advice, that provides the insight and clarity you need to make the right decisions...





Follow the Sun™



 

 



Everything Revolves Around You

Everything Revolves Around You

Fiduciary
  • We are held to the “Fiduciary” standard of care
  • Our clients’ best interest always comes first
  • In contrast to the “suitability” standard of brokers
Fee Only
  • We provide transparent “Fee-Only” advice
  • Our fee is based on a percentage of the money we manage
  • We do not make commissions for recommending specific investments
Third-Party Custodians
  • Our clients’ assets are custodied with qualified third-parties
  • Client assets are always held by a third-party custodian such as Charles Schwab & Fidelity
  • Provides an added layer of comfort that your assets are safe
We Follow Our Own Advice
  • We invest our personal assets based on the same principles and in the same securities we recommend to our clients
  • We would never advise a client to invest in something we would not invest in ourselves
  • Our personal investment statements are available for your review
Academic Research
  • Our advice is based on academic research, not on opinions
  • Two Nobel Prize winning concepts form the foundation of our philosophy
  • Efficient Markets Hypothesis and Modern Portfolio Theory
Be In Touch

500 S Dixie Highway Suite 201
Coral Gables, FL 33146

T (305) 662-9649
F (305) 666-9549

rmillares@millares.net

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CAUTION - Before you proceed, please note: Do not send us any confidential information. By clicking “accept” you agree that our review of the information contained in your e-mail and any attachments will not create any type of relationship (accountant-client relationship or otherwise) between you and Millares or any employee in our firm. Do not send investment execution requests as those requests will not be executed if they are sent via email.

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