Your entire wealth picture maximized.
As a fiduciary, we provide dealer principals with integrated wealth management services, strategic financial guidance, and asset management for reinsurance accounts. This comprehensive approach differentiates us from peers and allows us to position you to achieve your long-term financial goals.
Our Approach is as holistic as it is targeted.
Reinsurance portfolios are custom built to align with your financial goals.
From initial account opening to ceding of premiums, our integrated full-service model streamlines the process.
Our dedicated advisory relationship means we are in regular communication with you and your reinsurance agent and dealer development team.
Account performance is continually tracked and measured against established benchmarks.
Active portfolio management, including tax loss harvesting to achieve higher risk-adjusted returns and maximize tax efficiency.
Our in-house investment team continuously monitors your portfolio to ensure strict compliance with the Investment Policy Statement (IPS).
Company Retirement Plans
Your retirement plan deserves our customized support.
Many business owners view company-sponsored retirement plans as a critical benefit to attract and retain talent while also providing attractive tax advantages. With passion, experience, and prudent investment management, we help maximize benefits and minimize tax implications on the journey to and through retirement.
CUSTOM PLAN CREATION AND EXECUTION
Our in-depth experience with qualified and nonqualified plans means we can design, implement, and monitor these essential benefits practically and cost-effectively.
Nonqualified Deferred Compensation
Miracle Mile Institutional uses an independent platform backed by an expert team of institutional investment professionals who have over 20 years of experience serving endowments, foundations, pension funds, and non-profit organizations. We take a holistic look at your organization to make a plan fitted to your needs which can include reporting, economic analysis, actuarial analysis, and more.
The path to results begins with our process.
Our investment process is an iterative exercise. We review and refine portfolio construction to ensure each client’s goals and objectives are appropriately reflected based on our capital market assumptions
Our Analytical Horsepower Includes:
Miracle Mile Institutional considers the institution’s risk comfort, values, and long-term goals to balance expected returns against inherent risks. We leverage cutting-edge technology and access to a multitude of resources to further evaluate risk levels.