Brian Miatello

My Background

My clients have a realistic vision of their financial future. At this point they want financial plan execution; expert investment management, within their acceptable risk levels. That’s what I do, and I own exactly the same equity portfolios as my clients. I only offer prudent discretionary management using a diversified investment strategy with a $500,000 minimum. My performance record is excellent. I am a knowledgeable Portfolio Manager guiding you to a comfortable retirement!