Comprehensive Solutions

Constructing Individual Portfolios
Philosophical Tenets
Fixed Income Approach
Financial Planning
Lending & Custodial Solutions

At Miramar Capital, we actively manage fixed income securities, building on a disciplined, research-driven framework. Our process is based on historical data, which demonstrates that excess returns are driven by four distinct decisions: Duration, Shape of the Yield Curve, Sector Allocation, and Security Selection.

Our approach emphasizes safety and stability with minimal credit or interest rate risk. Our individual bond portfolios are constructed by investing in individual short-to-intermediate, taxable, and tax-exempt bonds based on the client’s individual tax constraints. By utilizing investment-grade fixed income securities among the various economic sectors, we help our clients to enhance capital preservation.

Complimentary Portfolio Review

We don’t try to be all things to all people. Rather, we specialize in helping high net worth investors accomplish their goals and enhance their financial independence. Our focus is on constructing and managing custom-tailored plans and portfolios for our clients that meet their unique needs.

If you are looking for a new perspective on your current financial situation or investment portfolio, we welcome the opportunity to discuss how we can provide you with a complimentary, no obligation portfolio review and planning consultation.