Broker Check

Services

How We Work

Miller & Christian Asset Management Corp. has over 87 years of combined experience in the industry. We take a unique long-term approach to help you build a diversified portfolio that uses both strategic and tactical asset allocation theories. Our investment recommendations are designed to provide you with a rate of return that correlates to your personal goals and objectives, while staying within your individual risk tolerance. 

We have the latitude to consider investment products from a wide range of financial institutions and are not limited to the investment options that we can offer you. This gives us the flexibility to create a customized portfolio that will best fit your financial goals, for now and the future.

Our team works diligently to educate and provide you with information on specific types of investments and how they work as well as coach you to handle your emotions during the ups and downs of the market cycle. Throughout the entire process, we are devoted to providing you with the highest level of service.

Investments

Portfolio Review

Investment Management

Traditional and Roth IRA's

401k/IRA Rollovers

College 529 Plans

Company Retirement Plans


Financial Planning

Budget Analysis

Retirement Planning

Social Security Planning

Tax Analysis

401(k) Selection Assistance

Estate Planning

Insurance

Life Insurance Products

Long-Term-Care Insurance

Disability Income Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

shelly@millerchristian.com  |  260-422-5686