Foundation Asset Management
Serving you while you serve othersWest 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
Align your funds to support your vision
Introduce strategies to increase donors and donations
Review and consider ways to elevate your financial standards, thus reducing fiduciary risks
Evaluate additional strategies to reduce market risk
Ready to start a conversation?
This communication strictly intended for individuals residing in the states of AL, CA, CO, FL, IN, MI, NC, NY, OH, PA, SC, TX. 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.
