“Investing is not about being a hero. It’s about managing risk and delivering good long-term performance to have happy clients.” 

EDUARDO REPETTO

Our Portfolios

We offer a selection of both taxable and retirement investment portfolios that provide a wide range of equity and fixed income exposure levels. Your portfolio will be designed based on your personal goals, objectives, time horizon and risk tolerance. Please see our sample portfolios below.

Milestone Conservative

20/80 Conservative is our most conservative portfolio. It has 80% allocation to fixed income and 20% allocation to equities. It is specifically designed for investors who seek current income and stability and are less concerned about growth.

  • U.S. Equities
  • Inter. Equities
  • Emerging Markets
  • Fixed Income

Milestone Moderate

40/60 Moderate is a moderately conservative portfolio. It has 60% allocation to fixed income and 40% allocation to equities. It is designed for investors who seek current income and stability, with modest potential for an increase in value.

  • U.S. Equities
  • Inter. Equities
  • Emerging Markets
  • Alternatives
  • Fixed Income

Milestone Balanced

60/40 Balanced is a moderate portfolio. It has 60% allocation to equities and 40% allocation to fixed income. It is designed for long-term investors who don’t need current income and want
 some growth potential.

  • U.S. Equities
  • Inter. Equities
  • Emerging Markets
  • Alternatives
  • Fixed Income

Milestone Growth

70/30 Growth is a moderately aggressive portfolio. It has 70% allocation to equities and 30% allocation to fixed income. It is designed for long-term investors who want good growth potential and don’t need current income.

  • U.S. Equities
  • Inter. Equities
  • Emerging Markets
  • Alternatives
  • Fixed Income

Milestone Agg. Growth

85/15 Growth is an aggressive growth portfolio. It has 85% allocation to equities and 15% allocation to fixed income. It is designed for long-term investors who want good growth potential and don’t need current income.

  • U.S. Equities
  • Inter. Equities
  • Emerging Markets
  • Alternatives
  • Fixed Income

Milestone All Stock

100% Growth is a growth portfolio. It has 100% allocation to equities. It is designed for long-term investors who want high growth potential, don’t need current income and can tolerate substantial year-to-year volatility.

  • U.S. Equities
  • Inter. Equities
  • Emerging Markets
  • Alternatives

Need More Information About Our Portfolios?

Welcome to Milestone Asset Management Group

Milestone Asset Management Group is a Fee-Only wealth management firm headquartered in Avon CT, that offers Financial Planning and Wealth Management services with a focus on small business retirement plans and independent professionals & their families.