A complete list of active advisors currently associated with MIRAMAR CAPITAL

Warmer can help you find a great advisor at MIRAMAR CAPITAL or one who fits your needs even better.

Miramar Capital provides discretionary and non-discretionary investment management, financial planning, and limited-scope consulting to individuals (primarily high‑net‑worth clients), employer‑sponsored retirement plans, trusts, charitable organizations and institutions. The firm also supports ERISA 3(21) plan advisory services and offers guidance on rollovers and legacy positions as part of its client service mix. The firm’s investment approach centers on high‑quality, dividend‑paying growth equities (typically a 20–30 position large/mid‑cap focus) combined with actively managed fixed‑income portfolios that emphasize duration, yield‑curve positioning, sector allocation and security selection. Miramar may use ETFs and low‑cost mutual funds for diversification, employ covered calls occasionally to enhance income, and implements portfolio reviews, tax‑loss harvesting and householding of related accounts for portfolio construction and reporting. Compared with many peers, Miramar reports institutional relationships that include banking or thrift clients and explicitly advertises third‑party ratings in its materials, both of which are uncommon for similar team firms. The firm also participates in institutional custodian programs (Fidelity/Schwab) and uses Orion for reporting and administration, and it documents operational practices such as absorbing firm‑caused trade‑error losses and donating any corrective‑trade gains to charity.

To learn more about the advisors currently working at MIRAMAR CAPITAL, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.