Our Approach

Our Mission

To provide personalized portfolio management services to individuals, families, endowments, corporations and retirement plans.  At Miramar Capital, we are seasoned investment professionals who build investment strategies tailored to our clients’ financial goals.

We work closely with our clients as their “personal CFO”, to provide the highest level of quality service, helping them meet their long-term goals and objectives. Our success is tied not only to achieving our clients’ financial goals, but also to earning their trust, giving our clients the comfort and confidence that their investments are being professionally managed.

Investment Philosophy

At Miramar Capital, we believe that financial wealth is best maintained and enhanced by developing the appropriate asset allocation for the client. We manage portfolios on a total return basis, with an emphasis on growing cash flow in the form of dividends. We view the companies we invest in as true partners in their business; not as pieces of paper to trade.


Miramar Capital, LLC is an independent, privately held SEC Registered Investment Advisory firm. As fiduciaries we have a fundamental obligation to provide suitable investment advice and always act in our client’s best interest.


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

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.