Complimentary Portfolio Review

At Miramar Capital, we provide a clear and disciplined approach to investment excellence. As fiduciaries, we keep our client’s best interest at the forefront of everything that we do, and that starts with constructing and managing custom-tailored plans and portfolios that meet our client’s unique needs.

Your Complimentary Portfolio Review

Whether you’re looking for a new perspective on your portfolio or actively looking for a new advisor relationship, we’re here to help. Our complimentary reviews and investment management approach are designed for and limited to investors with investable portfolio assets in excess of $750,000.

Please fill out the form to get the process started. During the review, we will determine if your investments align with your financial goals, identify potential areas for improvement, and provide insight on areas of potential risk in your portfolio.

One of our advisors will be contacting you soon. Thank you for your interest, and we look forward to meeting you.

666 Dundee Road, Suite 502
Northbrook, IL 60062

(847) 291-7300