Our Approach
At Miramar Capital, our success is tied to how well we achieve our clients’ financial goals, as well as providing them confidence that their investments are being professionally managed with their specific goals in mind.
We construct and manage our clients’ portfolios based on their unique needs including their risk tolerance, as well as:
Our Strategy
Dividend Growth Investing
Our clients value stability and long term growth, which is why we focus on a dividend growth strategy designed to combine income generation, growth, diversification, and downside protection.
With these factors in mind, we maintain a consistent and disciplined approach to selecting securities, always staying true to our philosophical beliefs.
Philosophical Tenets
We believe that resilient portfolios are built on:
Benefits
We believe that with our strategy, portfolios can experience:
Security Selection
We focus on high-quality, dividend growth stocks with strong fundamentals and a commitment to returning capital to shareholders. Our portfolios typically contain:
25-35
Number of individual stocks
Large-Mid
Market capitalization
Strong
Record of dividend growth
5-7
Sectors covered
Our Process
Getting to know you
Our first and most important step is understanding our clients’ unique investment objectives and risk tolerance.
Creating a Plan
With that knowledge in hand, we then construct a portfolio specifically designed to meet our clients’ needs, keeping in mind liquidity needs, time horizons, and tax sensitivities.
Seeing the full picture
We know that no two individuals or institutions have the same financial goals. That’s why we spend the appropriate time and effort to understand their unique circumstances.
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