Courage Miller Partners, LLC
Courage Miller Partners, LLC is a registered investment adviser based in Norfolk, Virginia, founded in August 2008. The firm provides investment advisory, retirement plan consulting, and financial planning services to individuals, high net worth individuals, charitable organizations, and other entities. With 4 employees, the firm is regulated by the SEC, emphasizing fiduciary duty and a transparent, fee-only approach. Courage Miller Partners primarily serves U.S. clients and offers both discretionary and non-discretionary account management.
Investment Strategy
Courage Miller Partners employs a multifaceted investment approach that includes long-term purchases, short-term purchases, and trading of a range of securities. They support both discretionary and non-discretionary accounts, recommending custodians like Charles Schwab and Fidelity. The firm emphasizes regular financial and account reviews by senior staff, seeks to align with clients’ risk tolerance and goals, and maintains a fiduciary standard. Their philosophy prioritizes individual and high-net-worth client needs, with solutions designed for retirement, tax planning, and overall wealth management, focusing on consistent and personalized investment strategies.
Top Holdings
Equity Positions (85)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHX | SCHWAB STRATEGIC TR | 14.24% | $47.5M | 1,805,197 | $8.92 | $26.34 | +$1.9M |
S SCHF | SCHWAB STRATEGIC TR | 8.98% | $30.0M | 1,287,809 | $15.60 | $23.28 | +$687.7K |
I ISTB | ISHARES TR | 8.05% | $26.9M | 550,008 | $49.85 | $48.84 | +$2.1M |
I IGSB | ISHARES TR | 6.88% | $22.9M | 432,801 | $52.12 | $53.03 | +$2.3M |
S SCHO | SCHWAB STRATEGIC TR | 5.83% | $19.5M | 797,617 | $25.06 | $24.40 | +$1.8M |