Wealth Solutions

We Bring to our Clients

•    30 Years of institutional research and capabilities
•    Broad asset class and strategy offerings
•    Unique asset allocation approach
•    Conservative focus on downside protection
•    Outstanding client service
 

Investing for your Objectives

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As an institutional asset manager, Miles Capital offers a full suite of broad multi-asset and multi-sector capabilities. We bring these solutions to high net worth individuals through our separately managed account (SMA) and mutual fund program (MFP) solutions.

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We created Objectives-Based Asset Allocation®, a leading-edge, proprietary asset allocation approach that effectively aligns the portfolio with your goals. 

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And, we deliver our asset allocation solutions through our broad asset class capabilities:

•    Fixed Income
•    Equity
•    Alternatives
 

Outstanding Service

Our clients have access to a full team of investment professionals. And our services include establishing investment objectives, developing asset allocations, selecting or implementing appropriate investments, asset management, performance reporting, tax-managed strategies, and comprehensive client service.

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For advisers, we work with you to help determine which SMA or MFP solutions are the most appropriate for each client. We offer case and allocation support, vehicle and manager selection, tax-managed strategies, and comprehensive reporting and service. Our partners have direct access to our full relationship management and portfolio management team.

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Leverage our capabilities to help grow your business.

Wealth Solutions Client Brochure

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Wealth Solutions Partner Brochure

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