Our Code of Conduct

We will not engage in unlawful, illegal, or unethical conduct, especially such conduct involving dishonesty, fraud, deceit, misrepresentation, which reflects adversely on our trustworthiness, professional competence and fitness as investment professionals.

We affirm that neither Miller Investment Strategies nor any of its financial advisors are seeking federal or state bankruptcy protection. 

We are not currently subject to any tax liens and is not unlawfully evading or delinquent with respect to any federal, stateor local taxes.

We believe that eliminating debt and investing for the long-term is the ideal way to build wealth and prepare for retirement. 

In the usual case, we recommend that clients have a reasonable emergency fund or savings before they start investing in non-liquid investments.

We commit to prompt and responsive client service. We aspires to and exercises best efforts to contact new and current clients quickly, within 24 hours or as soon as practicable under the circumstances.

We commit to working with all types of clients, regardless of account size, preferences, or background.

We do not offer proprietary products. With respect to clients, we do not promote products solely because of a firm policy or fee or commission arrangement or when in our most reasonable professional judgment, the products would not achieve the client's goals.  In short, we commit to alway work in your best interest!

We believe that long term financial success is significantly dependent upon a client's understanding of the market, risks, taxes, investment options, goals, strategies and other factors effecting the outcome of a client's wealth building plan. Therefore, in our interactions with clients, we actively endeavors to demonstrate the heart of a teacher and coach.