Miller Howard Investments Inc

Miller/Howard Investments, Inc. is an employee-owned firm established in Kingston, NY, managing portfolios for various investors, from high-net-worth individuals to institutions. Their investment approach integrates financial analysis with research on companies' environmental, social, and governance (ESG) policies. The firm emphasizes financially sound companies with rising dividends, sustainable income opportunities, rigorous research, and transparency. They offer diversified equity portfolios like Income-Equity, High-Yield Equity, and Small Cap Dividend, focusing on high-quality stocks with dividend growth potential. Miller/Howard also manages portfolios in sectors like Infrastructure, Utilities, and North American Energy. The firm's assets under management total $3.5 billion, with a minimum account size typically set at $100,000. Annual management fees range from 0.50% to 0.75% based on assets under management, payable quarterly. Miller/Howard does not currently charge performance-based fees and acts as a fiduciary for clients. They offer investment discretion, allowing clients to set restrictions on investments. The firm's investment strategies include long-term and short-term purchases, ESG analysis, and fundamental and quantitative analysis. They do not have any disciplinary events to disclose and do not accept custody of client funds. Miller/Howard's Code of Ethics ensures compliance with securities laws and fair treatment of clients. They engage in proxy voting aligned with their financial and governance goals. The firm does not require prepayment of fees exceeding $1,200 and has a clean financial record. For more information, visit www.mhinvest.com.