We Provide 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.
Latest News & Blog
Since we last wrote on this topic, equity markets have experienced their fastest decline in history. Although we have experienced a modest rally...
The Miles Capital family including our employees, clients, and partners is being impacted by the COVID-19 outbreak, and has already taken steps...
The massive dynamics of global growth and trade were again center stage for the quarter, but there were some important differences...
It is important for insurers to recognize the breadth of typical permitted assets, the purpose of these various assets, and their role in order to understand if they should be used in a particular portfolio.
Objectives-Based Asset Allocation®
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