Miracle Mile Advisors is a leader in independent, objective investment advice. We specialize in providing sophisticated financial plans using low cost index funds and ETFs, and have an average of over 15 years of proven experience working with high net worth families. Come learn why we are one of the fastest growing firms in the country.
|Advisory Services Provided:||Estate Planning & Trusts, Tax Advice and Services, Insurance Planning, Financial Advice & Consulting, Retirement Planning, Financial Planning for Individuals, Portfolio Management|
Duncan Rolph has over 15 years of investment experience and serves as the firms Head of Investment Advisory Services. Duncan is a member of the Investment Committee and advises high net worth individuals, institutions and family offices on a number of complex wealth management issues, including investment policy development, portfolio construction and asset allocation, risk management, and tax and estate planning. With a successful track record as an entrepreneur, Duncan has the ability to communicate and manage sophisticated investment strategies and integrated wealth plans to a broad range of clients.
Prior to becoming a principal at Miracle Mile, Duncan ran the West Coast Region for a $10 billion national investment consulting firm, advising over 60 high net worth families and foundations. His responsibilities ranged from designing and implementing sophisticated investment strategies, coordinating manager due diligence and selection, and developing new client relationships.
Previously, Duncan managed and built a company from the ground up, successfully raising over $30 million in venture capital to co-found Dealersource, Inc., a software company that he later sold to Imaging Portals.
Duncan received his Bachelor of Arts degree with honors from Northwestern University and his Masters in Business Administration from the University of Chicago. In addition, Duncan holds the Financial Industry Regulatory Authority (FINRA) Series 7 and 66 licenses. He is an active member of the Los Angeles community, working with the Childrens Bureau and sitting on the Advisory Board of the Milken Institute Young Leaders Circle.
Financial Advice & Consulting
Miracle Mile Advisors is an industry pioneer in providing comprehensive financial planning and tactical investment advice using low cost index funds and ETFs to high net worth families. Our firm was founded by experienced Wall Street advisors on the belief that investment advice should be objective, transparent, and customized. Excessive fees, lack of transparency, and the risk of fraud or dramatic underperformance in active management all serve to reduce returns and add unnecessary complexity to a clients experience. Simply put, we understood that sophisticated investment strategies using low cost ETFs deliver better results with the transparency clients are looking for in todays uncertain market environment.
Financial Planning for Individuals
Good planning is often more important than good investment results. We give you both. The initial step is to sit down and learn more about who you are and the long term goals for your wealth. Once we have developed a basic understanding of you, we then begin the process of designing a plan that meets your unique sets of goals. There are a host of questions that will be very meaningful in determining your success. What income (both employment and portfolio) do you need now and in the future? How are your assets located amongst your taxable and tax deferred entities? Is your estate plan structured to take full advantage of the recent tax law changes? If you own a business, what steps have you taken to protect your livelihood and plan for the future? What other financial events (and surprises) do you need to account for in the future? Do you have the appropriate insurance policies in place to protect your family? We will take the time to sit down with you and understand your goals to make a plan that best fits your specific needs.
Our partners have an average of 17 years of investment advisory experience in working with clients ranging from $1 million to over $1 billion in liquid assets. After spending years constructing complex portfolios using hedge funds, fund of funds, and a variety of active managers they decided there was a better way. We saw that the structure of financial incentives and the motivation to sell high fee products to clients was creating conflicts of interest between the goals of these traditional firms and the needs of the clients. Exchange Traded Funds (ETFs) provide clients diversification, liquidity and broad exposure to virtually any asset class. With ETFs in our portfolio, instead of hedge funds or active mutual funds, we can build tax- efficient, lower-cost global portfolios that minimize risks such as style drift or portfolio manager turnover. The most compelling reason for using indexes or ETFs lies in the fact that the majority of active portfolio managers do not outperform their benchmark index after fees and expenses.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|