Milestone Asset Management Group is a fee-only registered investment advisory firm who utilizes a long-term prudent investment strategy based on 50+ years of Nobel Prize-winning research. We build our portfolios by utilizing a multidisciplinary approach to create strategic allocations that align with each client’s time frame, risk tolerance, and investment objectives.
Fees do matter, portfolio costs have a direct impact on portfolio performance; we seek to keep the total expense structure low by utilizing low-cost index funds, ETFs and institutional class mutual funds. We efficiently structure your portfolio by locating your assets in appropriate accounts to give you the highest net after-tax value over time. As a Fee-Only fiduciary we have zero conflicts of interest and, therefore, operate in our clients’ best interests at all times
We employ a passive asset allocation investment strategy that seeks to achieve long-term growth on a tax efficient basis. Passive instruments allow us to manage both risk and volatility, while at the same time minimize portfolio costs. We don’t subscribe to market timing practices, short-term trading or chasing last year’s top performing securities and look to rebalance portfolios back to original targets when needed. When the interest rate environment is favorable, we believe in utilizing individual fixed securities and a laddering of bonds to minimize principal fluctuation and generate steady income. Each of our client portfolios is carefully constructed based on a personalized needs analysis and an overall risk assessment. Once implemented, we follow a disciplined protocol to review, rebalance, and revise our clients’ assets in a timely manner toward achieving the best possible results.
As a Fee-Only fiduciary we have zero conflicts of interest and, therefore, operate in our clients’ best interests at all times.