Rowland & Co. Investment Counsel/adv
Rowland & Company Investment Counsel (now Rowland Miller + Partners) is an independent, SEC-registered investment adviser headquartered in Atlanta, GA. Founded in 1977, the firm specializes in discretionary portfolio management for high-net-worth individuals, families, trusts, and retirement plans. Led by principal Janet T. Miller, the firm provides tailored asset allocation and portfolio management, leveraging more than four decades of experience. Employee count is estimated to be small, consistent with boutique investment advisory firms serving individualized client needs.
Investment Strategy
Rowland & Company offers discretionary portfolio management using active investment strategies, emphasizing long-term growth and downside risk mitigation through rigorous security selection and diversification. Their flagship Equity Growth Portfolio policy, begun in the late 1980s, focuses on the quality of corporate fundamentals and individualized fixed income portfolios. The firm tailors asset allocations and investment objectives to the client’s unique circumstances, recommending strategies that align with each investor's long-term financial goals, and frequently coordinates with client legal and accounting advisors. The firm advocates for serious investors able to maintain a long-term commitment, with fully fiduciary and conflict-of-interest disclosures in place.
Top Holdings
Equity Positions (180)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC COM | 6.75% | $34.4M | 135,049 | $156.85 | $254.63 | +$6.4M |
P PGR | PROGRESSIVE CORP COM | 5.16% | $26.3M | 106,362 | $33.01 | $246.95 | -$3.7M |
M MSFT | MICROSOFT CORP COM | 4.89% | $24.9M | 48,045 | $120.38 | $517.95 | -$460.6K |
G GOOG | ALPHABET INC CAP STK CL C | 4.22% | $21.5M | 88,207 | $114.74 | $243.55 | +$5.8M |
W WMT | WALMART INC COM | 3.65% | $18.6M | 180,308 | $28.64 | $103.06 | +$315.4K |