Our strategies

We are more than simple account managers – we are Financial Consultants.

In addition to working with our team, we also work with leading managers in the market, thus offering access to the best assets available on the market.

We look for managers with an approach similar to ours – long term and high quality – always looking for the best complementary opportunities to the portfolio offered by Milestone.

Our approach is long-term, which is why we prioritize classes of transparent assets and investment instruments that can be understood by our clients. Thus, we set aside market fads, IPOs or companies, problematic,highly volatile securities and assets.

As a result, some of our portfolios may underperform the biggest bulls in the bull markets, but we expect to outperform others in the bear markets, thus producing a more consistent and balanced result over time, with compound annual returns above average in complete market cycles.

In Fixed Income, Milestone Advisors analyzes and contemplates private or government securities, provided that the issuers have an investment grade rating and are known to be good dividend/interest payers.

Thus, we create diversified and well-positioned Fixed Income portfolios seeking to generate total returns above market reference values in a complete market cycle, always meeting individual demands in terms of taxes, cash flow, risk tolerance and time horizon of the investing client.

• LONG TERM DYNAMICS – Seeking to balance risks with growth potential. It covers several classes of assets, including stocks, foreign exchange, fixed income and gold.
• AGRESSIVE – Designed for investors looking for the highest level of total return, consistent with a high tolerance for risk and long-term goals.
• TACTICAL GROWTH – Seeking above-average and risk-adjusted returns, limiting negative volatility compared to the market in general.

• BALANCED ALLOCATION – For investors looking for the highest level of total return, consistent with a moderate-aggressive level of risk. Recommended for medium to long term.
• BALANCED ALLOCATION, SENSITIVE TO TAXATION – Total return within a moderate-aggressive risk level, without neglecting attention to the tax regime and after-tax results.
• MODERATE ALLOCATION – For investors looking for the highest level of total return within a moderate-conservative risk level.
• MODERATE ALLOCATION, SENSITIVE TO TAXATION – High level of total return in a moderate-conservative risk profile; however, its secondary goal is to pay attention to the tax regime and the after-tax result.
• CONSERVATIVE ALLOCATION – Total return coupled with a conservative risk level. Recommended for short-term investment horizon.
• CONSERVATIVE ALLOCATION – SENSITIVE TO TAXATION – Total return at a conservative risk level, with the secondary objective of paying attention to tax treatment and after-tax results.

• LONG-TERM STRATEGIC PORTFOLIO

It aims at an absolute return on recurring income and a balance between capital preservation and appreciation. Medium and long term.

• SHORT-TERM STRATEGIC PORTFOLIO

It seeks the absolute return on recurring income and a balance between capital preservation and appreciation, however, allocation with a focus on short term.

• STRATEGIC PORTFOLIO EXEMPTED BONDS

Absolute return on recurring income exempt from taxation and balance between capital preservation and appreciation. Medium and long term.

Discipline, Independence, Transparency

These three terms define Milestone Advisors’ investment process.

We are extremely disciplined in meeting our goals, strategies and commitments to the client, acting in such a way that all processes are carried out in full, seeking to achieve the desired objectives.

Independence gives us the autonomy and freedom to seek the best modalities and investment options for our clients at any time.

Transparency permeates all of our relationships, whether with clients who entrust their investments to Milestone, or with market agents with whom we negotiate and allocate investments.

Dynamic and Continuous Approach by Milestone Advisors

MILESTONE STRATEGIES

1. Macro Economical Analysis

Following global, regional and local markets

2. Portfolio Design

Modeling and risk analysis

3. Assets Classes and Research

Definition, analysis and monitoring

4. Portfolio Management

Continuous implementation, monitoring and adjustments