Milestone Asset Management Group, LLC
Milestone Asset Management Group, LLC is a fee-only registered investment advisory firm headquartered in Avon, Connecticut. Founded in 2011, the firm specializes in providing investment management, retirement planning, and tax planning services primarily to individuals and high net worth clients. With a small team of approximately 3 employees, Milestone AMG is dedicated to helping clients achieve financial independence and meet long-term financial goals through personalized planning and disciplined investment management.
Investment Strategy
Milestone Asset Management Group, LLC employs a client-centric, fee-only approach to investment management. The firm focuses on creating diversified portfolios tailored to individual client goals, with an emphasis on long-term asset growth and risk management. Investments are primarily in equities, ETFs, and fixed income securities, with allocations customized based on each client’s risk tolerance and financial objectives. Their strategy blends fundamental research with planning expertise, aiming to deliver consistent returns while minimizing costs and unnecessary complexity.
Top Holdings
Equity Positions (111)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GLXY | GALAXY DIGITAL INC. | 5.98% | $9.5M | 280,996 | $22.25 | $33.81 | +$3.5M |
Q QQQ | INVESCO QQQ TR | 4.80% | $7.6M | 12,704 | $513.49 | $600.37 | +$753.5K |
V VOO | VANGUARD INDEX FDS | 4.05% | $6.4M | 10,507 | $542.41 | $612.38 | +$777.7K |
F FBTC | FIDELITY WISE ORIGIN BITCOIN | 3.41% | $5.4M | 54,258 | $83.15 | $99.81 | +$832.6K |
A AAPL | APPLE INC | 3.28% | $5.2M | 20,449 | $248.99 | $254.63 | +$1.0M |