Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms.

In this episode, we sit down with Rubin Miller of Peltoma Capital Partners. Rubin shares his path into wealth management and the story behind Peltoma Capital Partners, offering insight into how the firm helps individuals and families navigate increasingly complex financial decisions through disciplined planning and long-term investment management.

The conversation explores how Peltoma Capital Partners differentiates itself through a client-centered approach focused on personalized advice, thoughtful portfolio construction, and aligning investment strategies with each client's long-term financial goals. Rubin discusses the importance of balancing growth, risk management, and tax considerations while helping clients remain focused through changing market environments.

We also discuss portfolio construction in today's evolving investment landscape and the growing role of private markets in helping investors pursue diversification and long-term wealth creation. From building resilient portfolios to evaluating alternative investments, this episode provides a look into how advisors are adapting beyond traditional models to better serve sophisticated investors.

Rubin Miller | Peltoma Capital Partners
https://www.peltomacapital.com/

Josh Hile | Citizen Mint
https://www.citizenmint.com

Peltoma Capital Partners is a registered investment adviser and the opinions expressed by Peltoma Capital Partners on this show are their own and do not reflect the opinions of Citizen Mint. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.