Mill Capital Management, LLC

Mill Capital Management offers investment management and financial planning services primarily for individuals and charitable organizations. The firm builds customized portfolios—focusing predominantly on individual stocks, exchange-traded funds, mutual funds, and real estate investment trusts—tailored to each client's specific goals, time horizon, and risk tolerance. Mill Capital Management designs its equity strategy around high-quality, value-oriented companies with strong competitive positions and healthy balance sheets. In addition to managing investments, Mill Capital Management incorporates personalized financial planning into its advisory services for ongoing management clients at no separate charge. Clients grant Mill Capital Management the authority to make trades and investment decisions on their behalf without asking first.