Foundation Asset Management

Serving you while you serve others
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West Michigan is filled with prosperous and diverse local foundations that help shape the community. Our firm has invested itself into the West Michigan community that it serves.

However, consider the stats on the right column. Because of this, I am extending my 20+ successful years of experience of asset management services to partner with foundations like yours.

Milestone believes that a solid asset management plan, also known as an Investment Policy Statement, is the keystone in the success of the foundation. Discover how by contacting us today.

Keystone
A large stone at the top of an arch that locks the other stones in place; something on which other things depend for support.
Merriam-Webster

To request a complimentary self-assessment guide feel free to give us a call at (616) 642-9595 or email us at info@MilestoneWM.com

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Align your funds to support your vision

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Introduce strategies to increase donors and donations

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Review and consider ways to elevate your financial standards, thus reducing fiduciary risks

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Evaluate additional strategies to reduce market risk

Ready to start a conversation?

logo2 This communication strictly intended for individuals residing in the states of CO, CT, FL, MI, OH, PA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC, a Registered Investment Advisor.

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