Mission Statement

Millennium Asset Management is a California based Registered Investment Adviser specializing in fee based portfolio management and sophisticated strategies for high net worth and selected institutional clients. Our mission is to provide investors the potential for higher risk adjusted returns coupled with lower costs and a higher level of independent professional services.


Disciplined Investment Strategy: Millennium customizes individually managed portfolios. Our clients benefit from a focused investment strategy that has a superior performance history over the long term. Our strategy is highly quantitative and empirical, based on measurable fundamental and technical factors that have driven excess returns over the last ten years.

Direct Contact to CFA Team: Our client’s work directly with a team of Chartered Financial Analysts. (CFA*) who have completed a rigorous three-year study program accredited by the Association of Investment Management and Research, (AIMR).This indepth program is focused entirely on portfolio management and investment analysis. Most Wall Street professionals have not acquired this designation.

Independent Research: Simply put,we have only one motivation behind our proprietary research—to make money for our investors! Unlike,Wall Street brokerages, we don’t make markets or raise money for corporate clients. Our research is comprehensive, covering buy, sell and even short sale ideas.

Performance Based Compensation: We believe that our clients are our business partners. Accordingly, we should derive the majority of our compensation only after investment performance is attained. We do not operate a huge pooled investment fund,staff investment bankers or a sales force, we are able to avoid the heavy costs of advertising, marketing; distribution and price impact of large block trades on share prices. We can deliver a higher level of professional service at a lower cost.