Miai, Inc.

Overview

Miai, Inc. is an independent registered investment adviser organized as a corporation that registered with the SEC in 2002. The firm serves both individual and family clients as well as institutional relationships, and positions itself as a capital allocator that also acts as a registered representative of a broker‑dealer and an insurance broker. Its advisory services include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and the selection of other advisers. Miai deploys a mix of fee arrangements — percentage of AUM, hourly and fixed fees — and continues to accept commission-based business as well. The firm does not list active ESG investing among its priorities.

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Location & Offices