Miles Capital was founded in 1982 to do one thing: design and deliver investment solutions that help support client success. This remains our sole focus today.
MANAGING INVESTMENT PORTFOLIOS FOR CAPTIVES IS UNIQUE.
It requires specialized knowledge and a firm understanding of your unique needs and how best to meet your objectives. We believe it also requires a customized portfolio, designed and delivered for you. Our clients have told us that a partnership with Miles Capital just feels different. We are confident you will experience these three advantages with us:
• Insurance Expertise
Our more than three decades of years working with insurance entities can be used to your advantage, to add value and depth for your organization. This is what we do.
• Customized Investment Strategy
We work with you to understand what matters to you, and construct a customized portfolio to align with your needs and help deliver on your goals. We provide clarity and purpose for your portfolio.
• Consultative Guidance
Your relationship team is a highly skilled group who bring insights and training on issues beyond the portfolio, matters that are of value to you.
COMPREHENSIVE INVESTMENT FRAMEWORK
Done correctly, your investment strategy may help deliver on the investment outcomes that support, enhance, and help achieve your objectives. Our approach to investment management is designed to do just that. Our proprietary Objectives-Based Asset Allocation® (OBAA®) approach goes well beyond traditional asset management to fully align the portfolio and outcomes to help support your objectives. OBAA® provides, in effect, a clear five-year strategic plan for your portfolio.
And, we manage all primary asset classes – cash, fixed income, equity, and alternatives. Whether your state code and policy statement are constrained or permit all asset classes, we provide value-added knowledge from multiple markets for your benefit.
STRATEGIC PARTNERSHIP & SERVICES
Miles Capital provides unparalleled client service, from a turnkey client implementation to ongoing performance communication, always putting our clients and their needs first. We customize each investment solution and every client knows that their portfolio is not a random assortment of assets or asset classes. We take a comprehensive view of all your organization and investment needs and work with you to create a strategic partnership that will provide the opportunity to help meet and exceed your business goals and objectives.
We would be glad to visit with you today. For more information, please contact us.
