MILLER HOWARD INVESTMENTS INC
Firm details
- Headquarters
- KINGSTON, New York
- CRD number
- 105800
- Registered since
- December 5, 1986
- Website
- www.mhinvest.com
- Custodians
- MORGAN STANLEY & CO. LLC, UBS FINANCIAL SERVICES INC.
- Fee structure
- Percentage of AUM
- Client types
- Other62.21%
- Individuals12.96%
- Investment Companies10.51%
- HNWI8.62%
- Corporations / Businesses5.1%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Miller Howard Investments Inc is a long-established advisory firm that centers its investment program on public equities delivered largely through separately managed accounts and pooled vehicles. The firm shows a clear preference for exchange-traded securities as the core exposure of client portfolios, and it supplements that exposure with pooled investment vehicles and mutual funds. Miller Howard positions itself to serve high-net-worth individuals and families as well as institutional investors, offering portfolio management for individuals, small businesses, investment companies and pooled investment vehicles. The firm reports being an active ESG investor, which suggests ESG considerations are embedded into its security selection or manager-screening processes rather than limited to a single product sleeve. Miller Howard charges clients on a percentage-of-assets-under-management basis and operates primarily as an adviser that allocates to externally managed alternative strategies rather than acting as an in-house capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
3 of 6BRIAN HELHOSKI
Chief Financial OfficerCRD 7046704
LOWELL MILLER
Chief Investment OfficerCRD 2183374
EVA HOROWITZ
Chief Operating OfficerCRD 3240219
Contacts
3 of 8JUDD PETERSON
SalesCRD 1416493
CHARLES ATKINS
Registered RepresentativeCRD 5234593
JOHN LESLIE
Portfolio ManagerCRD 5166569
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$30.6M in ETFs
100%
$30.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES SELECT DIVIDEND ETF (DVY) | BlackRock | Passive | Large Value | $27.9M | 184,182 | 91.10% |
Location
KINGSTON, NY
ULSTER
Location
KINGSTON, NY
Headquartered in KINGSTON, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- ULSTER
- Address
- 45 Pine Grove Ave
- Time zone
- ET (UTC-5)
- Office locations
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