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 Miles Capital
Miles Capital Provides Tailored Solutions And Strategic Partnership
​
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:
-
Save time with our resources and services
-
Add value through our customized investment solutions
-
Mitigate risk through our disciplined approach
​
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
How 4 Tech Companies Are Dramatically Shaping the S&P 500
Just four mega-cap technology stocks have been responsible for much of the S&P 500’s upside over the past several years.
​
Miles Capital Names Amy Mitchell and Steve Stotts Managing Directors
Miles Capital is pleased to announce two appointments to managing directors within its executive team.
Latest Publications
Value Investing
Understanding the Difference Between Price and Value is the Core Principle of Value Investing
​
Miles Capital 3rd Quarter Newsletter: Navigating Cross Currents
Economic data remained strong, yet not as strong as previous quarters. Concerns about global growth and trade took center stage to affect the outlook for the U.S. economy, which the Federal Reserve (Fed) has referred to as the “Cross Currents” of the economy.
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
