Wealth Solutions

As an institutional asset manager, Miles Capital offers a full suite of broad multi-asset and multi-sector capabilities. We bring these solutions to high net worth individuals through our separately managed account (SMA) and mutual fund program (MFP) solutions.

For Individuals

The asset class universe is growing more complex. We provide individuals and families with a depth of support and access to all relevant asset classes. Our services include establishing investment objectives, developing asset allocations, selecting or implementing appropriate investments, asset management, performance reporting, tax-managed strategies, and comprehensive client service.

See how our services are designed to help meet your needs.

Wealth Solutions Client Brochure

For RIAs and Advisers

Some advisers feel they may be missing a piece from their asset allocation or are just looking for new opportunities. We work with our adviser partners to help determine which SMA or MFP solutions are the most appropriate for each client. We offer case and allocation support, vehicle and manager selection, tax-managed strategies, and comprehensive reporting and service. Our partners have direct access to our full relationship management and portfolio management team.

Leverage our extensive experience and capabilities to help grow your business.

Wealth Solutions Partner Brochure

Strategy Offerings

We offer a full complement of fixed income, equity, and alternatives separate accounts, as well as solutions via mutual funds. Our capabilities span both domestic and international offerings, as well as focused, tax-managed strategies.

Contact us today to see how easy it is to invest and how we can help support your goals.