Contact Us


1415 28th Street, Suite 200
West Des Moines, IA 50266
Phone: (515) 543-8400
Toll Free: (800) 343-7084
inforequest@miles-capital.com

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DISCLOSURES: The information provided herein is furnished by Miles Capital, Inc. solely for informational purposes and is confidential. It may not be reproduced or distributed to anyone else without prior consent. This document contains the current views of Miles Capital and is not intended to be, and should not be interpreted as, a recommendation of a particular security, product, or investment strategy. Such opinions and predictions are subject to change without notice. The strategies described in the presentation may not be suitable for all investors. There is no assurance that any of the objectives described will be achieved. This information contained herein does not take into account the particular investment objectives or financial circumstances of any specific person or entity who may receive it. You should consult your tax or legal advisor before making an investment, and investors are advised to thoroughly and carefully review financial, legal, and tax consequences of all investments to determine suitability. Investments in alternative assets may be illiquid and present significant risks. Past performance is not a guarantee of future results. There can be no guarantee that any investment strategy discussed in this Presentation will achieve its investment objectives. As with all strategies, there is a risk of loss of all or a portion of the amount invested. Diversification does not ensure a profit or protect against market loss.

Institutional Investment Solutions

Our proprietary Objectives-Based Asset Allocation® is implemented through our diverse capabilities across asset classes, from cash and fixed income to equity and alternatives.

Our Philosophy

 
Customized, Outcome-Oriented Investment Solutions

 

At Miles Capital, we develop customized, outcome-oriented investment solutions. We emphasize a deep-rooted understanding of client objectives, needs, and constraints as paramount to helping achieve optimal investment results.

 

OBJECTIVES-BASED ASSET ALLOCATION®

 
A Five-Year Strategic Plan for Your Portfolio

Done correctly, portfolio investment strategy can help to support, enhance, and achieve client objectives. But most conventional asset allocation approaches focus solely on risk and return at a single point in time.

 

Our leading-edge OBAA® goes well beyond these conventional approaches to fully align the portfolio to help support your goals.

 

We take a comprehensive view of your organization’s needs and priorities and customize your portfolio to help meet your needs. Whether you are an insurer trying to minimize surplus volatility, a not-for-profit maintaining your spending policy, or a government entity maximizing debt capacity, we can assist you.  

 

The Benefits of OBAA®

 

  • Goals-Driven: An asset allocation solution based on your strategic goals, not arbitrary risk or return metrics.
     

  • Customized: Each OBAA® solution is uniquely designed to help meet your needs. It is not an off-the-shelf solution. 
     

  • Dynamic: An allocation that evolves with changes in the markets and your business to stay fully aligned with your goals.

  • Transparent: You will always know the rationale for your portfolio structure and receive ongoing insights into how it contributes to your goals.
     

  • Forward-Looking: OBAA® creates a strategic plan for the portfolio well into the future.

Watch the video to learn more about how we could potentially help you.
 

CAPABILITIES

Fixed Income

We believe fixed income should preserve capital, provide liquidity, and offer a yield advantage over the appropriate benchmarks.

Equity

Our objective is to capture market-like upside and provide downside risk protection.

Alternative Markets

We believe alternative assets are important components of a well-diversified portfolio. Proper management can support growth, help reduce market volatility, and potentially provide a hedge to inflation. 

 

Fixed Income

 

Fixed income should preserve capital, provide liquidity, and deliver a yield advantage over the relevant benchmark. 

We manage all investment grade fixed income sectors and have designed our process to add value through: 


•    Proprietary, fundamentals-based security selection process
•    Robust risk management infrastructure
•    Customized portfolios aligned with client needs. 

 

Equity

Equity should support growth, maintain liquidity, and provide market-like upside with less-than-market downside.

 

We manage both domestic and international equity through separate account and fund structures.

Our team-based approach is designed to add value through:

 

  • Proprietary security rating process, focusing on highest rated

  • Diversification by sector and market capitalization ranges

  • Active management and risk mitigation

 

Alternative Markets Solutions

 

Alternative assets should support growth, help reduce volatility, and potentially provide a hedge to inflation. 

 

Our Alternative Markets Solutions® group averages decades of experience. And we’ve leveraged that experience to overcome traditional barriers in alternative investing and bring our clients alternatives in a simple, cost effective, accessible program.

 

Our team-based process is designed  to add value through:

 

  • Performing robust manager due diligence

  • Investing in the right strategies at the right size

  • Providing access to top-tier managers

  • Diversifying across asset classes and managers