Why Miles Capital?

The answer sounds simple but helps create results that matter to our clients: it is our Design & Delivery.

Everything we build or create is designed from the perspective of our clients, not the asset manager. And, we deliver our services simply and comprehensively to help provide strategic outcomes that bring additional value to our clients.

Our mission is to understand what matters to our clients and construct the portfolio to align the investment results and outcomes to help support each client’s unique business objectives. What matters to them, matters to us.

Our clients have told us they experience three things with Miles Capital:

Trusted, Integrated Guidance

Our clients can trust our team of experts not to sell a product or service, but rather to provide guidance on how to achieve the results that are of value to them.

Purposeful, Aligned Portfolio Management

Miles Capital will purposefully design each portfolio to help deliver on and complement the business goals that matter.

Proactive, Consultative and Focused Client Service

We are committed to providing unsurpassed service. Our goal is for each client to feel as if they are our only client.

We have long prided ourselves on forming strategic partnerships with our clients, which has led to long client tenure — 15 years on average. We attribute this to our availability and focus on their goals, which are designed to help clients view us as a fully integrated investment team.

Let us help take complexity and randomness and provide clarity and purpose.