Judd Peterson Email & Phone Number

The Western Division Team at Miller/Howard Investments strives to be the trusted advisor to trusted advisers. We endeavor to: 1) Be responsive to any account service issues, portfolio issues or concerns, and supply requested materials promptly; 2) Provide interesting, meaningful, and insightful content that help to characterize portfolio positioning and drivers of return;3) Support efforts of advisors to retain or raise assets.As a former advisor with 30 years of industry experience who executed thousands of portfolio decisions on behalf of clients, I believe it is vital now more than ever to cut out the “noise” and get to the heart of the matter. Simplicity is key. I have discovered that the more advisors and clients understand what they own and why they own it, the more we all succeed.Faced with the prevalence of UMA accounts, model portfolios, and robo advisors, I find this to be an interesting quote from Regis McKenna, founder of the McKenna Group: "It is ironic but true that in this era of electronic communications, personal interaction is becoming more important than ever."

Listed skills include Investments, Equities, and Portfolio Management.

• 

  University Of Minnesota-Twin Cities

  Economics, Sociology