The Fund is managed by a tenured team that leverages their experience across direct alternatives and traditional investment management, mutual fund selection, due diligence, and risk management. We believe our broad experience, combined with our network of industry resources in the alternative markets, set us apart.
LEAD PORTFOLIO MANAGER
Steve S. Stotts, CFA
Steve has managed and helped deliver tailored solutions across the nontraditional asset classes, designed to meet the unique needs of each client since the 1990’s. Prior to joining Miles Capital, Steve served as Vice President, Head of External Managers for Aviva Investors North America. At Aviva he managed in excess of $2 billion in alternative investment portfolios for both U.S. and international clients, overseeing fund selection, compliance, and vehicle development. Steve earned his B.S. in Economics from South Dakota State University and his M.B.A. from Indiana University. He has earned the right to use the Chartered Financial Analyst (CFA) designation.
ASSISTANT PORTFOLIO MANAGER
Michael J. Westphal
Michael is responsible for portfolio and market analysis for Miles Capital, and works with Steve to perform due diligence and oversee alternative portfolio construction. Prior to joining Miles Capital, Michael was a Capital Markets Analyst at the Federal Home Loan Bank of Des Moines where he analyzed forward market value projections and performed stress testing and scenario analysis. He also previously worked at Aviva Investors North America as a Research Analyst – Strategic Asset Allocation and as a Risk Analyst covering fixed income and hedge funds. Michael earned his B.S. in Mathematics from Iowa State University.
To check the background of Unified Financial Securities, LLC on FINRA’s BrokerCheck, click here.
SERVICES FOR ADVISORS
Miles Capital provides a broad range of services for advisors that are designed to help educate clients and help advisors grow.
These services include portfolio attribution and analysis, asset
allocation and case design support, and webinars.
ABOUT MILES CAPITAL
Miles Capital, adviser to the Alternatives Advantage Fund, is a multi-boutique institutional asset manager. Since our founding in 1982, we have leveraged our team’s experience and innovation to continually create solutions that strive to help meet client needs. We remain committed today to four key concepts:
Trusted fiduciary with industry tenure and staying power
Employee ownership helps ensure our interests are fully aligned with our clients’
Experience, agility, and client focus all leveraged to develop and provide solutions
Client service commitment includes access to portfolio management team