Miller Tabak Asset Management

Miller Tabak Asset Management

Miller Tabak Asset Management began in 2008 as an investment advisory practice in Matawan, New Jersey. The principals—including Investment Committee members Hunter Frey, Jim Langley, and Kathleen McNamara, CFA—oversee portfolios built around two distinct sleeves of capital. The firm originated within a broader financial-services heritage going back to 1988, though the asset-management entity itself was established two decades later. The primary fixed-income sleeve concentrates on active management of high-quality municipal bonds. The team targets credits with improving fundamentals while maintaining geographic and economic diversification across the portfolio. On the equity side, the firm runs a focused large-cap growth strategy built on an “Invest as Business Owners” process—benchmark-aware stock selection concentrated in durable compounders. Institutional, private-client, and governmental mandates run across both sleeves, with a stated emphasis on generating reasonable, consistent growth without elevated principal risk. Team composition leans toward senior practitioners. The ten named professionals on the website include Scott Brown, CMT, a chartered market technician, and Jean Fidone-Schroer, who holds both CIMA and AIF designations. While AUM is not publicly reported, the dual-strategy architecture makes it likely the firm serves a compact group of high-net-worth families, small institutions, and banking or government entities rather than a broad retail base. The mission statement explicitly avoids principal-risk escalation, which suggests a conservative multi-asset mandate. No real-asset arms, club memberships, or philanthropic foundations are disclosed. The firm’s architecture diverges from the standard registered investment advisor by running a specialized municipal-bond book—an asset class typically dominated by separately managed accounts at larger trust banks—alongside a concentrated equity growth strategy. This pairing creates capital-efficient tax planning for taxable US clients who need both the tax shield of municipals and the compounding of a select equity portfolio, all under one roof in a single advisory relationship.