Millares Asset Management, LLC

Ruben Millares is a CFP® and PFS™ credentialed advisor with 17 years of industry experience. He is the principal of Millares Asset Management, LLC, where he has worked since 2005, following a two-year period at Millares & Company, Inc. Outside of his advisory role, he is a managing member of several non-investment related real estate entities. Millares Asset Management provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, charitable organizations, and businesses. The firm employs a diversified, buy-and-hold investment approach grounded in Modern Portfolio Theory, primarily utilizing passively managed asset-class mutual funds.

Javier Millares is a financial advisor at Millares Asset Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Millares Asset Management since 2015, including its current iteration since 2017. Millares Asset Management provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, charitable organizations, businesses, and participant-directed retirement plans. The firm manages approximately $200 million and employs a diversified, buy-and-hold investment approach primarily using passively managed mutual funds guided by Modern Portfolio Theory.

Maria Millares is a PFS™ credentialed financial advisor with 18 years of industry experience. She has been with Millares Asset Management, LLC since 2005 and previously worked at Millares & Company, Inc. and Blanco + Co, LLP. Outside of her advisory role, she is a managing member of a commercial real estate venture in Coral Gables, FL. Millares Asset Management, LLC provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, charitable organizations, businesses, and participant-directed retirement plans. The firm manages approximately $200 million and employs a diversified, buy-and-hold investment approach primarily using passively managed mutual funds based on Modern Portfolio Theory.