Dividend Investing

Built For Stability.

Designed For Growth.

At Miramar Capital, we know the financial worries that keep investors up at night.

As fiduciaries with over 70 years of combined experience managing investment portfolios, our primary goal is to ensure you are well positioned to achieve your financial goals.

We are an independent, SEC-registered investment firm working with:

High-net-worth Individuals / Ultra-high-net-worth Individuals

  • Business Owners & Executives
  • Self-Employed Professionals
  • Wealth Beneficiaries

Multi-Generational Families / Family Offices

Corporations

Endowments / Foundations

Our Approach

Dividend growth strategy

Miramar strongly believes in the power of dividend investing to provide portfolios with stability and growth. Protecting our clients from the volatile swings of the market and providing resilient returns is the driving force behind our strategy.

Our rigorous approach to risk management emphasizes downside protection while still participating in market upside.

Leveraging our deep expertise as well as cutting-edge AI tools, we perform our own security analysis to build individual, high-conviction portfolios.

We know that your needs are unique to you. That’s why we design a portfolio specifically to meet your goals.

At Miramar Capital, we are true partners, working closely with our clients to reach their goals. Through ongoing conversations, reviews, and updates, our entire team is committed to providing impeccable service to our clients.

Our first step is getting to know you—understanding your unique circumstances, priorities, and financial goals.

Whether you are preparing for a significant life transition, planning for future generations, or undertaking a comprehensive review of your investment portfolio, we are committed to providing expert guidance at every stage of the process.

If you are…

  • looking for a fresh perspective

  • evaluating your risk profile

  • preparing for a significant liquidity event

Request a complimentary portfolio review today.

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