Milestone Asset Management Group is a Fee-Only wealth management firm based in Avon CT, that offers Financial Planning and Wealth Management services with a focus on small business retirement plans and independent professionals & their families.
Value Added IndexingSM goes well beyond putting together portfolios of index funds, instead, it offers a disciplined investment experience based on sound research and planning rather than predictions, emotions or trends. Our low-cost, tax-efficient and globally diversified portfolios hone in specifically on securities with higher expected returns. Using disciplined, Fama-French Model based discipline, we build customized investment portfolios to help individuals and institutions meet their goals. We build Milestone Portfolios exclusively with funds managed by Dimensional Fund Advisors (DFA). Our approach dynamically allocates across a wide range of asset classes including equity and fixed income to maximize investment experiences. We believe DFA funds offer the investor the best value proposition in the investment industry.
Only 15% of US equity and fixed income funds that were around in 2000 beat an industry benchmark, 15 years later. Over the same time period, 82% of US equity and fixed income Dimensional funds outperformed their benchmarks. (Source: Dimensional’s website).
Dimensional’s funds have very low expense ratios—much lower than the industry average. Lower costs can potentially increase your expected returns long-term.
Dimensional mutual funds provide pure exposure to small companies, large companies, value companies, growth companies, and multiple fixed income asset classes. The firm’s research shows that smaller and lower-priced value stocks have higher risks and greater expected returns than larger and higher-priced growth stocks.
Dimensional continues to work closely with the academic community in an effort to constantly improve upon their strategies to the benefit of investors. Dimensional has a deep bench of academics enviable by just about any investment firm.
Dimensional strategies are structured to reduce risks that needlessly impair investment performance while capturing the higher expected returns associated with smaller and value-priced securities.