Successful investment management and financial planning requires discipline and consistency.
Our approach is rooted in the following elements.
- We develop a qualitative understanding of who you are and what is most important to you.
- We ascertain the degree of market variability you are willing to accept in the pursuit of your financial objectives, and then codify the risk/reward guidelines of your portfolio in a written Investment Policy Statement.
- We diversify across asset classes, sub-classes and investment styles utilizing no-load mutual funds, exchange traded funds, and in some cases, separate account (i.e. private) managers.
- We continuously monitor your portfolio for deviations from the selected strategy and re-balance accordingly.
- We report to you in a concise, revelatory manner that allows you to quickly judge and understand our stewardship of your assets.
- We work in partnership with other legal, tax or insurance professionals you’ve hired to develop a coordinated, team approach to your financial plan.
- We meet with you regularly to assess progress and to properly accommodate changes in your circumstances or objectives.
Portfolio Management and Financial Consulting
© 2024 Milestone Investment Advisors
6702 Stonefield Rd., Ste. 201, Middleton, WI 53562 |
Phone: 608-826-5730 | Fax: 608-826-5731