ALBITZ/MILOE AND ASSOCIATES, INC.

Overview

Albitz/Miloe And Associates, Inc. is an independent registered investment adviser that has been active since the mid-1980s and serves primarily individual and family clients. The firm combines portfolio management for individuals and small businesses with pension consulting services, and it operates with an owner-led structure rather than as a large institutional allocator. Fee arrangements include asset-based fees as well as hourly and fixed-fee engagements, and the firm also maintains registered representative relationships with a broker‑dealer and links to insurance providers, which expands the range of products it can offer. Investment activity centers on publicly available pooled funds — mutual funds and similar public vehicles make up the single largest portion of client assets — supplemented by targeted allocations to alternatives. The firm is not designated as an active ESG investor. Given its custodian relationships and business affiliations, Albitz/Miloe blends third‑party mutual funds and ETFs with closed‑end/private fund exposures in real estate, commodity and energy sectors, and it integrates annuities and corporate debt where appropriate for liability matching and income needs.

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