Paula Miterko – Page 2 – Miterko and Associates

Fastest Growing Industries of the Future

#5 OUTPATIENT CARE CENTERS – Facilities that don’t require a patient to stay overnight. Projected: Compounded annual growth rate 3.2% 2019-2029 Inflation-adjusted output: 2019: $122B and 2029P: $168B Source: US Bureau of Labor Statistics (9/20) Examples: Dialysis Clinics, Family Planning Clinics, Mental health & substance abuse centers Trend: Medical technology advances and minimally invasive surgeries allow for same-day release (Source: Definitive Healthcare …

Fastest Growing Industries of the Future

Republican Representatives Introduce Legislation to extend opportunity zone expiration

Current Events

An August 3, 2021 article published in the DI Wire notes Representatives across the nation have introduced The Growth and Opportunity Act in an effort to extend the very popular Opportunity Zone investment opportunities for UHNW investors beyond the slated expiration of 2026. The Representatives behind this legislation believe Opportunity Zones are beneficial for both …

Republican Representatives Introduce Legislation to extend opportunity zone expiration

WHO’S BEHIND [email protected]?

Current Events

We have added extraordinary talent and technology to enable us to best serve our clients. Our Monitoring Team is among the first to interact with new clients, helping set up access to our data portal and are also responsible for collecting our SEC document feeds. We’d like to introduce two of the terrific professionals that …

WHO’S BEHIND [email protected]?

Industry Veteran, Martin Slovin, joins Miterko and Associates

Current Events

Miterko and Associates, LLC is pleased to announce that industry veteran and alternative investment specialist, Martin Slovin, is joining our team. Martin is well-known in the Independent Broker Dealer channel as a Due Diligence expert in Alternative Investments. Martin comes to us after retiring from his most recent role where he worked as a Due …

Industry Veteran, Martin Slovin, joins Miterko and Associates

Where We’ve Been and Where We are Growing

Current Events

Miterko & Associates continues to expand our suite of Due Diligence related services. Most people know us as a traditional Third Party Due Diligence research firm but, while we still provide third party Due Diligence research, we offer so much more now! We currently spend most of our time on providing customized Due Diligence outsourcing …

Where We’ve Been and Where We are Growing

Helping RIAs Reach Elite Status

BD/RIA, Trends

A recent Elite RIA Study indicated several common characteristics. Elite RIAs are more likely to use specialists in virtually every area except technology. This allows for a team-based approach that helps land bigger clients and allows professionals to focus on what they do best. Using Investment Specialists allows multiple advisors to work on client needs, …

Helping RIAs Reach Elite Status

Unique Opportunity to Access Best-In-Class Energy Sponsor

BD/RIA, Current Events

It is rare for a third-party due diligence firm to single out any one sponsor. That said, Miterko and Associates has had the opportunity to work with Mewbourne Oil Company for many years and we recognize, along with other industry participants, that they are often cited as “best-in-class” due to their program structure, performance, their …

Unique Opportunity to Access Best-In-Class Energy Sponsor

Industrial Investment Risk – We Dig Deeper

BD/RIA, COVID, Current Events

It has been my life’s work to understand and evaluate risk and to stay abreast of trends affecting various sectors of the alternative investment marketplace. As the pandemic has worn on, investment capital has sought safety and income, which has contributed to increased demand for industrial properties and programs. Increasing ecommerce, already a growing trend prior …

Industrial Investment Risk – We Dig Deeper

SEC Cracks Down on Compliance Deficiencies for RIAs

BD/RIA, Current Events

In a recent sweep of RIAs SEC examiners found widespread compliance deficiencies. Over half of the RIAs examined were cited for deficiencies relating to portfolio management practices, investment recommendations, managing and disclosing conflicts of interest, and appropriate investment allocations. Specific areas of concern included: Outdated policies, controls, and procedures Not adhering to stated policies, controls, …

SEC Cracks Down on Compliance Deficiencies for RIAs

Concerning Nomination to ADISA Board of Directors

Current Events

I believe that as an ADISA board member I can make a difference. With the strength of ADISA’s staff and members we have the intellectual capital and the network of resources to have a positive impact on outcomes for investors, sponsors, broker dealers, and all parties involved in the development, distribution, and management of alternative …

Concerning Nomination to ADISA Board of Directors