Investment Management

Specific to Your Life and Needs

Millstein Advisors is a fee-only investment management firm. We avoid conflicts of interest by being paid only by you, our investor, and no one else.

We offer individual clients customized investment portfolios designed specifically for your needs and temperament. These portfolios are based on a deeply tested and well researched model for thorough asset diversification known as The 7Twelve® Portfolio.

Millstein Advisors is the investment manager of two private investment funds: Lisson Grove Steady Growth, LP and Lisson Grove Option Strategies, LP available to accredited investors only.