Miller, Gesko & Company Inc.
Miller Gesko Wealth Management is an independent investment advisory firm established in 1986 and registered with the SEC. The firm, led by Robert L. Miller, Jr. and Paul R. Gesko, offers comprehensive investment management services tailored to individual client needs. Services include investment management, record-keeping, tax planning, asset management, and special services. Clients can have accounts managed on a discretionary or non-discretionary basis, with the opportunity to place reasonable restrictions on investments. The firm does not charge performance-based fees and serves individuals, trusts, estates, and charitable organizations. Investment strategies include long-term purchases, short-term purchases, and trading, with a focus on fundamental analysis. Miller Gesko does not vote proxies for clients and does not handle client claims in class action lawsuits. The firm has a Business Continuity Plan in place and maintains strict privacy policies. Clients can contact the Chief Compliance Officer for additional information or to submit a complaint. For more details, clients can request a copy of the firm's Privacy Policy or Business Continuity Plan.
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