Rowland Miller + Partners

Overview

Rowland Miller + Partners is an independent investment advisory firm based in Atlanta, Georgia, established in 1977. The firm specializes in discretionary portfolio management, offering active investment strategies that focus on long-term growth and downside risk mitigation through rigorous security selection and diversification. Their flagship Equity Growth Portfolio policy, initiated in the late 1980s, emphasizes the quality of corporate fundamentals and individualized fixed income portfolios tailored to each client's unique circumstances. The firm's investment approach is designed for serious investors who possess both the emotional and financial resources necessary to initiate and maintain a long-term commitment to realize their investment goals. Rowland Miller + Partners coordinates with clients' legal and accounting advisors to provide an integrated approach to financial security. Their services are most valuable and appropriate to clients who are unwilling to barter their ultimate success for immediate comfort. As of December 31, 2024, Rowland Miller + Partners managed approximately $563.98 million on a discretionary basis. The firm's portfolio includes a diverse range of industries, such as technology, healthcare, consumer goods, financial services, energy, real estate, industrial, materials, telecommunications, utilities, consumer services, basic materials, consumer non-durables, technology services, and health services. The firm's investment philosophy centers on providing realistic, enduring investment outcomes through a time-tested model that has served clients for over four decades.

Investment Focus

• Suitable for serious investors with long-term financial goals

Portfolio Companies