Sam McFall is a Managing Director of Investments with Mill Creek Capital Advisors. Mill Creek was founded in 2006 to provide customized advice to help clients achieve their financial goals. The firm serves over 300 families and institutions as an independent, fully staffed investment office, managing over $8 billion of assets on their behalf. Sam takes the Dakota Live! team in this special edition episode through Mill Creek’s approach to manager research and selection and what a potential client partnership looks like with their firm. Join us as we come to better understand Mill Creek and their allocation to various asset classes and investment strategies.
Dakota Live! Podcast