Charities, Foundations & Endowments
Miles Capital provides a comprehensive range of proven services specifically designed to assist not-for-profit organizations accomplish their financial objectives. Directors appreciate the strategic partnership we bring to the relationship and the ability to work directly with our experienced investment managers.
Services Provided:
- Separately managed accounts
- Investment Policy Statement drafting and annual review
- Asset allocation consultation and benchmark review
- Access to portfolio managers
- Single point-of-contact: Client Relationship Manager