Insurance Asset Management
Miles Capital is committed to supporting the success of our clients, and takes a holistic view of our clients’ needs. While all client portfolios are built on our disciplined investment process, at Miles Capital, our vision is different from other money managers: Put client needs first, listen to what they want, craft the solution that works for them, and have the portfolio manager responsible for the investment decisions directly involved in the relationship with company management.
This is reflected in both our approach to delivering fully implemented investment solutions and our client service model. We have worked closely with insurance company clients for 25 years, and are proud of the strong relationships we’ve built. As a strategic partner we assist management and the board in the development and implementation of a comprehensive investment strategy and plan.
Tailored Strategies
We work closely with clients to identify their objectives, parameters, and constraints. Insurance companies may be focused on supporting product pricing, maximizing capital and tax efficiency, or avoiding regulatory boundaries. Our goal is to understand these nuances and construct an optimal solution within each client’s risk framework that incorporates their unique needs and enables them to focus on growing their business. As clients and financial markets evolve we regularly test the strategies to confirm that it continues to reflect risk tolerance and return objectives.
Direct Communication
At Miles Capital we operate openly and transparently. The ongoing and active communication from our portfolio management team ensures each client is informed of what is happening with their portfolio, why decisions are made, and how those decisions support their objectives. As a result, we are better able to support our clients’ risk management initiatives, communication with the investment committee and the board, and conversations with regulators and rating agencies.
Articles of Interest:
Miles Capital doesn’t just invest our assets; they’re invested in our business. They understand and approach the portfolio from the interests of our stakeholders. They work closely together with our internal staff to appropriately manage the investment risks and protect the financial security of our policy holders.
- Graham Cook, President & CEO of Homesteaders Life Co.
For additional information on any of these services, please contact us at 515.224.2714.