Duncan Rolph
Miracle Mile Advisors

Tel: 310-246-1243
11300 Olympic Blvd., Suite 800
Los Angeles, CA 90064
Miracle Mile Advisors | Financial Advisor in Los Angeles ,CA

About Miracle Mile Advisors

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.

General Information

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

Duncan Rolph

Duncan Rolph has over 15 years of investment experience and serves as the firm’s 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 Children’s Bureau and sitting on the Advisory Board of the Milken Institute Young Leaders Circle.

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My Services

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 client’s experience. Simply put, we understood that sophisticated investment strategies using low cost ETF’s deliver better results with the transparency clients are looking for in today’s 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.

Portfolio Management

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.

My Team

Brock Moseley Brock Moseley

Brock has over 19 years of professional experience in the financial industry and serves as the firm’s Chief Executive Officer and the Head of the firm’s Investment Committee. Prior to founding MMA, he spent thirteen years developing strategic investment solutions for high-net worth families and foundations with liquid assets in excess of $10 million at Morgan Stanley & Co. and Bel Air Investment Advisors. His primary responsibilities included portfolio construction, evaluation and manage ...more

JJ Feldman JJ Feldman

J.J. has over a decade of experience in portfolio management, securities analysis, and corporate finance in the entertainment industry and currently serves on the firm’s Investment Committee and Risk Management Committee. Prior to joining Miracle Mile Advisors, J.J. worked at a Los Angeles based investment advisory firm where he designed and implemented custom portfolio solutions for high net worth individuals, 401k plans, and institutions. J.J.’s responsibilities included portfolio const ...more

Matthew Jensen Matthew Jensen

Matt has over 14 years of professional experience in working with high net worth individuals and institutional investors. Prior to joining MMA, he worked in the Private Wealth Management division of UBS Financial Services Inc. Matt helps current and prospective clients develop and implement holistic investment plans that incorporate both liquid and illiquid assets. He works with a wide range of investors including business owners, real estate developers, athletes, and other individuals u ...more

Sara Rajo-Miller Sara Rajo-Miller

Sara Rajo-Miller joined Miracle Mile Advisors from the University of California Los Angeles (UCLA). She serves as Miracle Mile’s principal portfolio analyst and advises clients on a range of financial planning and investment solutions. Sara and her team help construct detailed investment and cash flow models, asset allocation recommendations, and customized correlation evaluations to insure that portfolios and implementation plans are customized to a client’s unique needs. Prior to joini ...more

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

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