Built Around Client Needs
Everything we do at Miles Capital, from building our team to designing our services to constructing your portfolio, is created around a single focus - helping meet your needs.
Miles Capital is an independent, institutional, SEC-registered investment adviser. Founded in 1982, our mission has always been to design and deliver investment solutions that help support client success.
Our outstanding investment teams manage all three primary asset classes – fixed income, equity, and alternatives – for our clients. This breadth helps us provide guidance and comprehensive solutions to each insurance company, government entity, not-for-profit organization, school, or high net-worth individuals.
For nearly four decades, our focus has not wavered. We are driven by our values of integrity, boldness, collaboration, and performance to provide investment solutions and help clients achieve results that matter.
Our professionals average 18 years of industry experience, and include CFA charter holders, CPAs, and MBAs. We have strategically designed our team to help us deliver the best possible investment solutions and service to help our clients be successful.
Steve S. Stotts, CFA
Chief Investment Officer
Steve has 30 years of experience within fixed income, equities and alternative investments and along with Amy Mitchell, he leads the Executive Committee... Read More
Head of Government Entities
Amy has 30 years of experience working with the cash investing services of government entities and along with Steve Stotts, she leads the Executive Committee. .. Read More
Walt Stubbings, CFA, CPA
Senior Portfolio Manager, Fixed Income
Walt is responsible for contributing to asset allocation, risk management, and multi-sector portfolio strategies for Miles Capital’s institutional clients... Read More
Michael Westphal, CFA
Portfolio Manager, Equity
Michael Westphal is responsible for portfolio and market analysis for Miles Capital, contributes to equity and alternative portfolio construction... Read More
Head of Institutional Sales
Richard is Head of Institutional Sales for Miles Capital, responsible for leading the effort to establish new investment management relationships with insurance companies and other institutional clients.... Read More
FOR NEARLY FOUR DECADES MILES CAPITAL HAS BEEN DISTINGUISHED BY OUR OBJECTIVES-BASED APPROACH TO INVESTING.
Miles Capital is an SEC registered investment adviser and was founded in 1982 with the launch of a regional money market fund. Within a few years, Investors Management Group (“IMG”), as we were known then, added asset management services for insurance companies and not-for-profit organizations. We also added a breadth of advisory services, fund administration and fund services for local government investment pools (LGIPs).
Throughout our history, we have evolved our strategies and services to help meet client needs and are committed to continuing to advance our offerings going forward. With Miles Capital, our clients gain a strategic partner and the support of dedicated professionals. We act as an extension of your team.
We look forward to helping you grow.
We provide a broad range of investment management services, all tailored to meet each client’s needs. For additional information on our asset management or other services, please make a request using the form below.