Mark Ronald Miller

MCP’s general approach is income with growth with an emphasis on preservation of capital, diversification, and sensible risk. Overall, their portfolio aims to invest approximately two-thirds to three-quarters of its assets in common stocks and the remainder in fixed income. They do all their own fundamental research and utilize a bottom-up stock picking approach.

SagePoint-IM’s advisory services are generally designed for strategic long-term investing, although short-term tactical investment strategies are also available to accommodate certain circumstances.

Provides consulting services, specializing in employee benefits, human capital strategies, technology solutions, insurance and financial services

Ropes & Gray's Private Client Group provides comprehensive wealth management services to high net-worth families and individuals. The firm helps affluent families and individuals achieve their financial goals through a long-term investment approach that is customized to meet each client's needs. Their investment strategies are formulated by working with Wellington Management Company LLP. In general, Ropes & Gray tends to invest in the stocks of large-cap companies in the US and Canada.