Founding Partner | Portfolio Advisor
Lee holds the Certified Financial Planner ®, Charted Financial Consultant ® and Charted Life Underwritter ® designations with over 35 years of investment experience.
Partner | Manager
Mason has 7 years of industry experience coupled with a technical background. He manages the day-to-day operations of the firm and is responsible for the development and implementation of processes to better serve our clients.
"Most people now believe the best “risky investments” will continue to be equity and equity-like investments... I think these are unlikely to be good real returning investments and that those that will most likely do best will be those that do well when the value of money is being depreciated and domestic and international conflicts are significant, such as gold." - Ray Dalio · Jul 18, 2019
The price of gold was $1,421 an ounce
Lee Miles
Aug 1, 2025
Ray Dalio
Jul 18, 2019
Michael Howell
Jun 19, 2025
Ray Dalio
Jul 1, 2025
Ray Dalio
Jul 18, 2025
GoldPrice.org
Jul 29, 2025
Ray Dalio
Jul 22, 2025
Sign up to our newsletter to recieve our latest gold research paper.
Investing involves risk, including the loss of principal. Past performance is not a guarantee of future results.
Investiment advisory services offered through Lee Miles LLC
