Managed Accounts

Miles Capital works with individual clients to construct appropriate portfolios based on their goals and circumstances. We individually manage client portfolios - targeting returns comparable to the market in general, but with a lower level of expected risk. By delivering outstanding service and consistent performance, we not only build successful portfolios, we also build long and mutually satisfying relationships with our clients.

We specialize in domestic equity and fixed income strategies, but we often customize our strategies to meet specific investment objectives.