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Milestone Investment Advisors LLC
Milestone Investment Advisors LLC is a fee-only registered investment adviser headquartered in Middleton, Wisconsin. Founded in 2013 by Bob Armstrong and Daniel Kauper, the firm provides investment management and financial advisory services primarily to individuals, families, and retirement plans. The firm manages over $800 million in assets and comprises 8 employees, most of whom are investment professionals. It emphasizes highly personalized portfolio management, meeting clients to identify financial goals and using regular reviews to ensure investment strategies remain aligned to clients’ objectives.
Investment Strategy
Milestone Investment Advisors LLC focuses on providing individualized investment management solutions tailored to each client’s financial goals and risk profile. The firm manages portfolios both on a discretionary and non-discretionary basis, employing a combination of semi-annual manual reviews by owners and continuous portfolio monitoring using proprietary software. Their advisory methodology emphasizes long-term investment planning, periodic review of client objectives, and, when appropriate, implementation of socially conscious investment options that align with client values. They work closely with clients to develop customized investment policy statements and offer ongoing advice concerning securities and asset allocation.
Latest 13F Filing Activity
Milestone Investment Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 124 equity positions with a total 13F market value of $383M. The fund increased holdings in PIMCO Etf TR, Schwab Strategic TR, Schwab Strategic TR among other positions. Milestone Investment Advisors LLC reduced exposure to Ishares TR, Invesco Exchange Traded FD T, Schwab Strategic TR among others.
Top Holdings
Equity Positions (124)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPHQ | INVESCO EXCHANGE TRADED FD T | 9.91% | $38.0M | 532,920 | $50.42 | $71.26 | +$1.8M |
S SCHG | SCHWAB STRATEGIC TR | 7.98% | $30.6M | 1,047,007 | $14.52 | $29.21 | +$2.7M |
S SCHX | SCHWAB STRATEGIC TR | 6.61% | $25.3M | 1,036,958 | $15.08 | $24.44 | +$1.5M |
V VUG | VANGUARD INDEX FDS | 4.83% | $18.5M | 42,195 | $236.52 | $438.40 | +$1.8M |
F FDVV | FIDELITY COVINGTON TRUST | 4.33% | $16.6M | 319,085 | $47.53 | $52.02 | +$1.2M |
Industry Allocation
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