Time-tested and trusted
FOUNDATION
INVESTMENT STRATEGIES
Milestones follows a different approach to investing than the typical investment manager.
One of Milestones' primary objectives is to deliver enhanced investment outcomes by offering a combination of core proprietary investment capabilities complemented by “best of class” outsourced capabilities for those clients seeking diversification beyond Milestones' offering. Our proprietary investment capabilities are highly disciplined. For our outsourced investment capabilities, we look for asset managers that have a similar approach to our internal management: long-term and high-quality. Because we manage strategies internally, we feel it gives us an advantage when looking for the best-of-breed, complementary offerings.
We take a long-term approach and we favor transparent asset classes and investment instruments which can be understood. We do not invest in fads, IPOs or troubled companies. As a result, some of our portfolios may under-perform slightly in bull markets but outperform in bear markets. Our common-sense, dynamic approach to investing is designed to be core to the foundation of the client's composite portfolio over full market cycles.
Our suite of growth portfolios — built on our proprietary market research and investment methodologies — are designed to seek above average compound annual returns over complete market cycles and to attempt to do so with below-market levels of risk. We have two growth strategies available exclusively to our clients, which employ complementary methodologies for achieving the goal of long-term growth of wealth.
Milestones' proprietary fixed income management strategies encompass investment grade municipal, high yield municipals and government/corporate bond portfolios. Our objective is to build research-based and well-diversified fixed-income portfolios that are well-positioned to generate total returns in excess of the market benchmarks over a full market cycle. We do not predict the direction of short-term interest rates but rather seek to exploit relative value opportunities as they arise. Research is the key to identifying value and opportunity in the fixed-income markets and is at the center of each of our fixed-income investment strategies. Whether managing dedicated bond portfolios or the fixed-income portion of balanced portfolios, Milestones recognizes that each client has unique investment objectives and risk tolerance levels. Accordingly, all of our bond portfolios utilized on a level that is customized to meet a client's particular income tax, cash flow, risk tolerance and time horizon requirements.
Growth Strategies
The portfolio strategy pursues consistent, long-term returns by seeking to highly-adaptively balance risks with growth potential across multiple asset classes, including — but not limited to — equities, fixed-income, cash and gold. The strategy may be most appropriate for investors with a longer-term investment horizon.
The portfolio strategy is designed for investors seeking the highest level of total return that is consistent with an aggressive level of risk. The strategy may be most appropriate for investors with a longer-term investment horizon.
The portfolio strategy seeks to produce above-average, risk-adjusted returns while limiting downside volatility compared to the market in general. The strategy may be most appropriate for investors with a longer-term investment horizon.
Blended Strategies
The portfolio strategy is designed for investors seeking the highest level of total return that is consistent with a moderate-aggressive level of risk. The strategy may be most appropriate for investors with an intermediate-to-longer-term investment horizon.
The portfolio strategy is designed for investors seeking the primary objective of the highest level of total return that is consistent with a moderate-aggressive level of risk. The secondary objective of the strategy is to be sensitive to the investor’s tax treatment and post-tax outcome. The strategy may be most appropriate for investors in a high income tax bracket and with an intermediate-to-longer-term investment horizon.
The portfolio strategy is designed for investors seeking the highest level of total return that is consistent with a moderate-conservative level of risk. The strategy may be most appropriate for investors with a short-to-intermediate-term investment horizon.
The portfolio strategy is designed for investors seeking the primary objective of the highest level of total return that is consistent with a moderate-conservative level of risk. The secondary objective of the strategy is to be sensitive to the investor’s tax treatment and post-tax outcome. The strategy may be most appropriate for investors in a high income tax bracket and with a short-to-intermediate-term investment horizon.
The portfolio strategy is designed for investors seeking the highest level of total return that is consistent with a conservative level of risk. The strategy may be most appropriate for investors with a shorter-term investment horizon.
The portfolio strategy is designed for investors seeking the primary objective of the highest level of total return that is consistent with a conservative level of risk. The secondary objective of the strategy is to be sensitive to the investor’s tax treatment and post-tax outcome. The strategy may be most appropriate for investors in a high income tax bracket and with a shorter-term investment horizon.
Fixed-Income Strategies
The portfolio strategy seeks total return consisting of current income and a balance of capital preservation and capital appreciation. The strategy may be most appropriate for investors with an intermediate-to-longer-term investment horizon.
The portfolio strategy seeks total return consisting of current income and a balance of capital preservation and capital appreciation. The strategy may be most appropriate for investors with a shorter-term investment horizon.
The portfolio strategy seeks total return consisting of current income exempt from federal income tax and a balance of capital preservation and capital appreciation. The strategy may be most appropriate for investors with an intermediate-to-long-term investment horizon.
