Miller Tabak Asset Management

Miller Tabak Asset Management provides investment advice and portfolio management primarily within fixed‑income securities, offering discretionary managed portfolios to individuals, small businesses, and investment entities. The firm's Form ADV reports it managed $1,243,793,228 on a discretionary basis and describes municipal bond managed accounts as a core offering.

MTAM emphasizes active fixed‑income management, focusing on security selection, portfolio duration, credit quality, and sector allocation, supported by fundamental analysis of business cycles and macroeconomic conditions. The firm uses a variety of methodologies (asset allocation, dollar‑cost averaging, technical and options strategies), oversees both in‑house portfolios and selected third‑party sub‑advisers, and provides quarterly portfolio appraisals, performance reports, and market commentary to clients.

What is distinctive in the ADV is the combination of substantial discretionary AUM with a compact advisory operation and standardized client reporting, resulting in an unusually large number of client relationships per portfolio manager compared with many peers. The brochure also highlights its municipal bond expertise (including an internal promotion within municipal research to portfolio manager), specifies that it does not participate in wrap fee programs, and discloses that it does not vote client proxies.