Duncan has over 25 years of professional experience advising high-net-worth families and is a principal of the firm. He and his team advise high net worth families on investment policy development, tax-advantaged portfolio construction, asset allocation, risk management, and wealth transfer planning. Duncan has been recognized by Barron’s as one of America’s top 100 independent advisors and is regularly featured in the national media including Forbes, Wall Street Journal, and CNBC.
Miracle Mile Advisors, one of the top-ranked, fastest-growing independent investment advisory firms, has seen its largest growth in the firm’s history
The current climate has shaken up our lives personally and professionally, and it has prompted us to take a very close look at what growth will look like going forward for the longevity of our business.
People were scared off of IPOs because of Uber and Lyft, but they were the outliers.