Why Milestone
WHY MILESTONE
Milestone’s Differentials
Milestone Advisors adds long-term experience in the financial market and excellent relationship with the most important agents in the market, which result in a differentiated experience in the services we provide.
Our total and individualized commitment to each client promotes trust, the basis of a professional relationship, that consolidates into a strategic advantage in Wealth and Investment Management. This combines into modern investment practices and portfolio construction with risk management and diversification of appropriate portfolios.
Consistency and independence are two principles that govern our work and lead us to lasting relationships with customers – we often serve different generations of the same family, aiming to perpetuate the protection and the best investments for their wealth.
Milestone Advisors does not offer proprietary products, business in banks or any other conflicting investments that may interfere with the independence of our research in resources allocation.
We have access to various research methods that allow us to analyze the products in detail, selecting only the investments that we believe are best suited to our customers’ profile.
Our team is made of experienced consultants – certified financial professionals – focused on investments based on innovative strategies and constant intelligence exchange.
Our talents are combined to offer a personalized and complete service. Cohesive, our team focuses on the implementation of clearly defined wealth and investment management processes to offer excellence and a wide variety of strategies in financial planning.
Milestone Advisors believes that it is important to adopt, through analysis, several approaches to financial planning.
Our client has a proprietary and secure intelligence available for their investments, as well as for pension, insurance, educational and wealth planning.
If a client needs specialized advice that is out of our scope of services, we consult trusted partners, which include companies and specialists certified in legislation, taxes, accounting, and others.
Milestone knows that financial planning is a dynamic and continuous process. We offer our customers feedback and periodic meetings, portfolio readjustment, and pension planning.
As your needs change, our investment strategy evolves to meet your current and future financial situation.
Milestone Advisors works with clients under a pre-established remuneration in the contract (“fee”).
This allows us to offer objective financial advice and align our goals with those of our customers to seek asset growth.
Using exclusive remuneration per fee, we can adjust your investment portfolio without requiring additional costs.
More importantly, our compensation is directly linked to your assets performance, eliminating conflicts of interest.
Milestone offers a concierge-style personalized service. Each client is directly assisted with one of our Consultants in making investment-related decisions. Every client has free access to our professionals and managers.
We are committed to the objective of meeting the individual needs of each client, with a commitment to serve in the shortest possible time.