Through our discretionary management approach, we implement long-term views on the markets by offering return-oriented strategies under a single fee program.
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Read more about asset management, investment philosophy and services.
Asset Management
Our non-discretionary advisory services provide clients with advice and consultation on the management of their assets, without relying on our team’s discretion to make investment decisions on their behalf.
INVESTMENT STRATEGIES
INVESTMENT PROCESS AND IMPLEMENTATION
Our institutional portfolio implementation strategy is driven by a top-down approach that reflects our Chief Investment Officer’s (CIO) view. Portfolios are split between a CORE and SATELLITE structure, with the goal of enhancing performance through the selection of appropriate tactical allocations within the satellite segment.
INVESTMENT PHILOSOPHY
Our investment philosophy can be summarized in two key pillars:
ASSET CLASS
Asset class and segment allocations are the primary drivers of returns, rather than specific stock picking.
TIME HORIZON
Our investment philosophy recognizes the importance of time horizon, with a belief that time in the market is more critical than timing the market. We prioritize allowing for the compounding of returns to occur, which we consider to be more valuable than seeking perfect entries or rotations in the market.
Services
Through our multidecade of longstanding international banking relationships our clients are able to complete their needs and explore lending alternatives.
Our market specialists provide advice in order to define long term objectives and support to external professionals, in areas as legal and tax, who will work together during the process.
Generational Planning is a key aspect to financial planning and a main area of focus. We build robust relationships with future generations through a simple and educational message.
Account Consolidation & Overall Risk Assessment: Besides individual account evaluation, we can consolidate investments that are not under our management. An overall risk assessment enhances asset allocation, makes it more cost efficient and provides a fundamental step for cash & liability management.
We only custody our investments with leading global institutions and strongly encourage our clients to do so.
Platform for international investment advisors
As an independent company, we are committed to promoting the transition to independence and encouraging independent advisors to grow or upgrade their international business through our platform.
Our firm has a strong focus on serving Spanish and Latin American clients, companies or individuals, regardless of where they reside or do business. We understand the unique needs and way of doing business of this demographic, which allows us to provide tailored solutions that meet their expectations.
We are part of a group of companies with local presence in the United States, Spain, and throughout Latin America, which enables us to reach out to you personally and offer on-the-ground support.
At Miura, we believe in providing our clients with superior value, and all our resources are dedicated to ensuring that our Investment Advisor services deliver on this promise. We offer a range of available infrastructure, including Bloomberg, NETX360, and Addepar, as well as full administrative support and digital account opening.
Contact
Miami
1395 Brickell Avenue Suite 1560
Miami, Fl 33131
Phone: 305-529-4700
© Miura Investment Advisors, 2023