OUR MISSION
COMPLICATED ISN'T CLEVER
No buzzwords.
No conveyor belt.
No nonsense.
Our 5-step process is the key to your financial plan and successful investment. Understanding your current financial footprint and where you’d like it to be, is where we start.
The rest is a journey that we’ll be on together until your goals are accomplished. We’re in it for the long term, which is why our average client relationship is 16 years.
YOUR PLANS NOT OURS
The. Big. Question.
Can I live the life I want?
YOUR PLANS
NOT OURS
The. Big. Question.
Can I live the life I want?
Evidence Based InvestinG
We won’t gamble with our client’s money. We invest our own money in the same portfolios as our clients.
Investing money well requires a logical and robust framework on which to build a lifelong investment programme.
It needs to be grounded in investment theory, supported by empirical evidence and enhanced with an insight into the behavioural traps and pitfalls that all investors face. Stewarded by our investment committee we have created our Apex Portfolios – market leading, low cost, globally diversified portfolios that are easy to understand.
Learn more by reading our Head & HeART brochure.
As safe as
the big brands
WE'RE A BOUTIQUE FIRM AND SERVICE, POWERED BY THE WORLD’S BIGGEST INVESTMENT PLATFORMS WITH A SUPER QUALIFIED TEAM.
Like most wealth managers, Millen Capital doesn’t have access to your money. Your assets are held and safeguarded by a specialist custodian which are often secured again by one of the world biggest banks
EVERYTHING
IN ONE PLACE
