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Profil
James Allen Miller served as the Chairman, Investment Advisor & Principal at Bartlett & Co. LLC from 2010 to 2018.
He then served as the Chairman, Wealth Advisor & Principal at Bartlett & Co. Wealth Management LLC from 2018 to 2023.
Miller received his undergraduate degree from the University of Michigan in 1971 and his MBA from Harvard Business School in 1974.
Anciens postes connus de Jim Miller
| Sociétés | Poste | Fin |
|---|---|---|
Bartlett & Co. Wealth Management LLC
 Bartlett & Co. Wealth Management LLC Investment ManagersFinance Bartlett is an active investment manager that aims to develop customized, balanced portfolios designed to mitigate risk while striving to deliver consistent long-term results. They primarily allocate client assets among various mutual funds, exchange-traded funds (ETFs), and individual debt and equity securities in accordance with clients’ stated investment objectives. | Président | 03/02/2023 |
Bartlett & Co. LLC
 Bartlett & Co. LLC Investment ManagersFinance Bartlett & Co. is an active investment manager that seeks to maximize each client's return potential for the level of risk undertaken. To that end, they adjust the asset mix to reflect the changing opportunities encountered over a market cycle. Their approach is based on the premise that every client is unique and they formulate our recommendations accordingly. Bartlett & Co. believes that portfolio diversification is the best way to manage risk, in alignment with the client’s objective and risk tolerance. They advocate diversification across uncorrelated asset classes. Subject to each client’s unique objectives, Bartlett & Co. seeks to diversify stocks across economic sectors with emphasis placed in those sectors exhibiting superior return potential, subject to valuation criteria. International exposure is diversified across geographies and across developed and emerging countries. With expenses in consideration, the firm uses mutual funds and ETFs to meet the small-cap and international allocations. Bartlet & Co. applies their relative value philosophy of investing to the management of fixed income portfolios. They emphasize an analysis of the relative value of various sectors, individual credits and maturity slices of the yield curve. The firm does not generally make large interest rate bets by varying the duration of client portfolios by more than 10% from the duration of the client's selected benchmark. | Président | 01/04/2018 |
Formation de Jim Miller
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
74
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Bartlett & Co. LLC
Bartlett & Co. LLC Investment ManagersFinance Bartlett & Co. is an active investment manager that seeks to maximize each client's return potential for the level of risk undertaken. To that end, they adjust the asset mix to reflect the changing opportunities encountered over a market cycle. Their approach is based on the premise that every client is unique and they formulate our recommendations accordingly. Bartlett & Co. believes that portfolio diversification is the best way to manage risk, in alignment with the client’s objective and risk tolerance. They advocate diversification across uncorrelated asset classes. Subject to each client’s unique objectives, Bartlett & Co. seeks to diversify stocks across economic sectors with emphasis placed in those sectors exhibiting superior return potential, subject to valuation criteria. International exposure is diversified across geographies and across developed and emerging countries. With expenses in consideration, the firm uses mutual funds and ETFs to meet the small-cap and international allocations. Bartlet & Co. applies their relative value philosophy of investing to the management of fixed income portfolios. They emphasize an analysis of the relative value of various sectors, individual credits and maturity slices of the yield curve. The firm does not generally make large interest rate bets by varying the duration of client portfolios by more than 10% from the duration of the client's selected benchmark. | Finance |
University of Michigan
 University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Harvard Business School
 Harvard Business School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bartlett & Co. Wealth Management LLC
Bartlett & Co. Wealth Management LLC Investment ManagersFinance Bartlett is an active investment manager that aims to develop customized, balanced portfolios designed to mitigate risk while striving to deliver consistent long-term results. They primarily allocate client assets among various mutual funds, exchange-traded funds (ETFs), and individual debt and equity securities in accordance with clients’ stated investment objectives. | Finance |
