With Our Clients Along the Way

We are an institutional asset manager that partners with our clients to help achieve their goals.

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

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.

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

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


•    Fixed Income
•    Equity
•    Alternatives
 

CLIENTS WE SERVE

  • Individuals & Families​

  • RIAs​

  • Trust Departments​

  • Financial Advisors

STRATEGY OFFERINGS

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  • Equity Separate Account Menu

  • Fixed Income Separate Account Menu

  • Tax-Advantaged Separate Account Menu

INSIGHTS

Miles Capital 4th Quarter Newsletter:
Fixated on the Consumer

The massive dynamics of global growth and trade were again center stage for the quarter, but there were some important differences...

Leverage our expertise to help achieve your objectives.

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.

 

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.

Leverage our capabilities to help grow your business.

Wealth Solutions Client Brochure

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Wealth Solutions Partner Brochure

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GET IN TOUCH​​

 

We know choosing the right asset manager is an important decision. Contact us for a consultation to see how we can help meet your needs.