Investment

• Investment Management
• Mutual Funds
  The role of Milestone Investments, Inc. with its customers is to provide investment guidance in structuring portfolios using mutual funds and/or similar investment vehicles. Should a Significant Business Disruption (SBD) occur, our advisory services can easily and quickly be deployed from alternate locations. Our Firm does not provide or perform mission critical systems necessary to insure prompt and accurate processing of securities transactions. These services are provided by the financial institutions with which you invest. We fully expect to re-open operations after an SBD as soon as communication means are restored (telephone, e-mail, Internet, US postal, express mail).
• Wealth Management
  We’re dedicated advisors to individuals searching for a truthful and transparent investment partnership. We help remove emotion and fear from our client’s investment decisions and replace them with the confidence of knowing they are engaged in a suitable and prudent strategy. Some of our services we offer include...

Planning

• Asset Management