INVESTMENT MANAGEMENT

Investment management at Milestone is a fundamental part of our overall service offering. This means first gathering the pertinent information to determine your risk level and investment objectives, and then formulating a customized proposal. This could involve using one of our fee-based Viridian platforms and adjusting it to your unique profile, or selecting an appropriate discretionary model. We conduct regular account rebalancing and client reviews, as well as ongoing, in-depth analysis of the products and models we use, always striving to offer top-quality investments and advice to our clients. For more information on our fee-based platforms, click here.