Quarterly performance of client portfolios managed under discretionary Investment Advisory Agreements by Gary E Miller, CFP®.
From March 31 2001 to June 30 2002 Gary Miller managed portfolios while acting as a Registered Investment Advisor Representative of Walker Financial Advisors, Mission Viejo, California and from July 1, 2002 to present Gary Miller acted as a Registered Investment Advisor doing business as “Trusted Financial Advisors” , Laguna Niguel, California.
Performance data includes all discretionary accounts including any accounts that were closed during the periods shown. Performance figures are generated using Portfolio CenterTM software (Schwab Investment Technologies). Figures have not been independently audited. Reporting is believed to be consistent with AIMR-PPS standards promulgated by the CFA Institute. Raw data is available for inspection by interested third parties. Investments used within client portfolios include listed equities, fixed income securities, mutual funds, exchange traded funds, master limited partnerships, real estate investment trusts.
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