Banks & Trust Departments
Banks
We understand the unique investment needs of banking institutions, and our team of Portfolio Managers and Client Relationship Managers is focused on helping banks achieve their financial goals. Our service offering focuses on customized bank portfolio management tailored to meet the unique performance and liquidity needs of our clients.
Bank Trust Departments
We are experienced in helping bank trust departments meet the increasingly complex needs of their clients. We work with trust officers to
develop investment plans that strengthen their clients' portfolios, while also fulfilling their fiduciary obligations. By providing asset
management solutions, outstanding client support and in-depth analytical services, Miles Capital can become a valuable partner to your trust department.
Services Provided:
- Separately managed accounts
- Quarterly investment conference calls
- Quarterly investment newsletter
