Miramar Capital is an independent, privately-held SEC-Registered Investment Advisory firm with more than 50 years of combined experience managing investment portfolios for private clients, trusts, corporations, endowments, and foundations. In contrast to a typical financial advisor, the professionals at Miramar Capital are true money managers; we personally manage all aspects of our clients’ portfolios and do the ‘heavy lifting’ through our intensive research and selection process.

Our Approach

Our Mission

To provide personalized portfolio management services to individuals, families, endowments, corporations and retirement plans

Integrity

Miramar Capital, LLC is an independent, privately held SEC Registered Investment Advisory firm

Transparency

We empower our clients with powerful technologies that create line-of-site visibility to their investments and provide them with comprehensive tools

Comprehensive Financial Solutions

Portfolio Management

Our success is measured by two major factors: how well we achieve our clients’ financial goals, and whether we instill the confidence needed for them to “sleep at night” knowing their investments are being professionally managed.

Lending & Custodial Services

Our custodial relationships provide clients with access to the most highly competitive lending institutions. Additionally, they have the security of knowing that their assets are being custodied at the best known and trusted third party institutions.

Holistic Wealth Planning

We custom tailor financial plans to meet the individualized needs of our clients and provide them with on-demand access to their financial picture. Through our eMoney portal, our clients have one place to monitor account activity, track progress toward goals, evaluate spending and much more.

About Us

The Cornerstone of Our Philosophy

Integrity, Insight, Fair Value, Exceptional Service

Independent

With more than 50 years of experience

We Work Tirelessly

Every day to guide our clients’ investment strategies