Milestone Asset Management Group is a fee-only registered investment advisory firm who utilizes a long-term prudent investment strategy based on 50+ years of Nobel Prize-winning research. We build our portfolios by utilizing a multidisciplinary approach to create strategic allocations that align with each client’s time frame, risk tolerance, and investment objectives. Our low-cost, tax-efficient and globally diversified portfolios hone in specifically on securities with higher expected returns. We build Milestone Portfolios exclusively with funds managed by Dimensional Fund Advisors.
The market is an efficient information-processing machine: millions of participants buy and sell securities in the world markets every day, and the real information they bring helps set prices.
Research shows that 92% of active fund managers underperform their benchmarks. The market's pricing power works against mutual fund managers who try to outperform the market through stock picking or market timing.
Some investors select mutual funds based on past performance; research shows that most of the funds in the top quartile (25%) of previous five-year returns did not maintain a top quartile ranking for one year returns in the following year; past performance offers little insight into a fund's future performance.
You never know which market segments will outperform from year to year; by holding a globally diversified portfolio investors are well positioned to seek returns whenever they occur.
Daily market news and commentary can challenge your investment discipline: when headlines unsettle you consider the source and maintain a long-term perspective.