Insurance Companies
For over three decades we have helped meet the unique investment needs of insurers, aligning portfolios to enhance company goals.
Government Entities
Since 1986, we have helped government entities preserve principal, maintain liquidity, and attain a competitive yield.
Why Us?
We Provide Tailored Solutions And Strategic Partnership
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We provide investment solutions across fixed income, equity, and alternative assets, customized to help meet the needs and objectives of our clients.
More importantly, we serve as a strategic partner.
Investing to help meet client objectives requires a comprehensive view of goals and needs. We leverage decades of industry experience to design customized investment solutions.
Our goal is for every client to feel as though they are our only client. Through delivering outstanding client service, we help:
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Save time with our resources and services
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Add value through our customized investment solutions
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Mitigate risk through our disciplined approach
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At Miles Capital, we design your portfolio to help deliver the results that matter to you.
Founded in 1982, we have served as a strategic partner to our clients for over 3o years.
Not-For-Profits
We assist not-for-profit organizations invest and meet their distribution needs into perpetuity, always acting in your best interests.
Latest News & Blog
PMA Acquires Miles Capital
PMA announced on March 31 that it had acquired substantially all of the assets of Miles Capital from Founder and principal owner....
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COVID-19 and the Continued Impact
Since we last wrote on this topic, equity markets have experienced their fastest decline in history. Although we have experienced a modest rally...
Latest Publications
Miles Capital 4th Quarter Newsletter:
Fixated on the Consumer
The massive dynamics of global growth and trade were again center stage for the quarter, but there were some important differences...
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Re:Think Investment Breadth
It is important for insurers to recognize the breadth of typical permitted assets, the purpose of these various assets, and their role in the portfolio.
Customized Investment Solutions
At Miles Capital, we take the time necessary to gain a deep-level understanding of your objectives, needs, and constraints and then design your portfolio to help deliver the results that matter to you!
Objectives-Based Asset Allocation®
OBAA®
Done correctly, an asset allocation strategy positions the portfolio to help support and enhance your goals. Done incorrectly, the investment portfolio may significantly detract from your results, potentially leaving you at a disadvantage.
Recognizing this, as well as the limitations of conventional approaches to asset allocation, Miles Capital created OBAA®. Our leading-edge allocation approach is specifically designed to position the portfolio to help achieve your business goals.
OBAA® helps align your portfolio with your overall organizational goals. It is, in effect, a five-year strategic plan for your portfolio.
Watch our video to learn more and see how it could help you.
OBAA® Process Paper
Investment Capabilities
Our strategic, Objectives-Based Asset Allocation® works across a diverse set of asset classes, sectors, and vehicles to enhance portfolio customization and performance.
Fixed Income
Our Philosophy: Fixed income should preserve capital, provide liquidity, and deliver a yield advantage.
We have been managing fixed income this way for nearly 40 years, helping to deliver proven, repeatable results.
Fixed income should preserve capital, provide liquidity, and deliver a yield advantage.
Equity
Our Philosophy: Equity should support growth and provide market-like upside with less-than-market downside.
Our proprietary approach to active equity is designed to provide strong performance and consistent alpha, customized for each client.
Equity should support growth and provide market-like upside with less-than-market downside.
Alternatives
Our Philosophy: Alternative assets should support growth, help reduce volatility, and potentially provide a hedge to inflation.
Our unique alternatives platform provides a diversified, risk-managed approach with access to top-tier managers.