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.
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.
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
