INVESTMENT MANAGEMENT PROCESS

Our clients’ objectives are at the core of our Milestone Investment Management Process. These objectives include capital preservation, distribution of income and portfolio growth to meet/exceed inflation. We manage globally diversified investment portfolios that are designed to mitigate risk while delivering consistent income and returns.

In striving to manage risk, we adhere to a proprietary strategic and tactical asset allocation process, and we utilize domestic and global, traditional and non-traditional investments and asset classes.

In our search for income and returns, we heavily invest time and resources into both technical and fundamental research to identify the specific investments to which we will commit capital and for how long.

Combining top-down asset allocation and bottom-up investment selection approaches allows us to arrive at concise, forward-looking investment strategies.