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• Completing a comprehensive financial plan to determine your financial roadmap and destination.
• Constructing a conservative approach to investing.
• Overseeing a concentrated portfolio, typically of 20 companies or less from a universe of over 5,500.
• Conducting a detailed investment analysis, company by company reviewing one financial instrument at a time.
• While a strategic consideration is given to the overall economic outlook, long-term wealth creation through the ownership of blue chip companies that share their earnings on a reliable basis with investors.
• This process enables the Lee Miles Advisory Team portfolios to be actively managed to ensure cashflow and target returns are rapidly reinvested to maximize total return.

We are a dedicated team of experienced financial professionals who provide comprehensive financial planning and advice to a selective group of clients and their families who hire us to look out for their best interests. We conduct this within the framework of our “family” office where we have the expertise to handle all issues that are of importance to the families that employ us. We help families and entrepreneurs understand the business of finance.

Families appoint us to help guide them through complex situations that they either lack the expertise to make an informed decision or are simply too busy operating their companies and require a second opinion. Families trust us to assist them in making many important decisions. Some will have far-reaching consequences for the family’s financial future. Our clients trust our team to debate all the issues from economic, tax, legal and strategic perspectives in order to make concise and clear recommendations. As a result of the inclusive services we deliver to our families we are able to accept new families to our practice on a referral basis only.

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