Fiduciary Solutions
Miles Capital is committed to supporting the work of our clients. Because Miles Capital takes a holistic view of our clients’ needs, many of our clients engage Miles Capital to provide highly customized management of a client’s entire investment portfolio in a manner that meets their unique and varied investment goals. Recently “investment outsourcing” – an outcome-oriented approach which moves away from an emphasis on outperforming style benchmarks and toward purpose-driven investing – has become popular. Miles Capital has been delivering fully implemented investment solutions to institutional clients for nearly 30 years. Today our Fiduciary Solutions Group manages over $2.5 billion for clients.
As a strategic partner we will assist management and the board in the development and implementation of a comprehensive investment strategy and plan. This guidance involves establishing an appropriate overall risk profile, designing a strategic asset allocation that efficiently meets client return objectives within this risk tolerance, and codifying this work in an investment policy statement. As clients and financial markets evolve we will regularly test the strategies to confirm that it continues to reflect your risk tolerance and return objectives. This partnership is offered in the context of a fiduciary relationship between Miles Capital and the client.
We continually seek feedback from our clients to improve our services and create new offerings that will help them better assess their positioning and business objectives. Miles Capital consistently provides this comprehensive service to our clients and integrates each piece to deliver effective investment portfolios that support the desired long-term organizational outcomes.