THE MILESTONE GROUP, LLC
DALLAS, TX

Founded in 1996 with an innovative vision to provide advanced institutional investment management methods and highly personalized financial advice to high net worth families and individuals, we focus on a culture of discipline and diligence that does not allow for compromise when it comes to our clientele's interests. We believe that being intellectually free to recommend virtually any investment to our clients can result in the best performance with the least risk to their portfolio. This belief of giving fair consideration to the merits of thousands of investment strategies and products is essential to the culture of research and independent thinking. We are not bound to any particular investment options, giving us the freedom to select products and funds that align with your ambitions. We are devoted to our clients, and earning this rapport means striving to exceed your expectations. © 2018 The Milestone Group. All rights reserved. WEALTH THROUGH DISCIPLINE is a registered service mark of The Milestone Group, Inc. At The Milestone Group, we believe in putting our clients first. That’s why we get to know you and what’s important to you. At The Milestone Group, we have a keenly focused philosophy. One that speaks to those in pursuit of a conservative, mindful approach. A philosophy we firmly believe stands the test of time. Creating peace of mind. This is at the heart of what we call "The Milestone Client Experience." From innovative, customizable financial solutions to ongoing analyses and reporting to our highly personalized approach, we are able to maintain a clear focus of your goal, so you can be at ease with your financial future. © 2018 The Milestone Group. All rights reserved. WEALTH THROUGH DISCIPLINE is a registered service mark of The Milestone Group, Inc. © 2018 The Milestone Group. All rights reserved. WEALTH THROUGH DISCIPLINE is a registered service mark of The Milestone Group, Inc.