Milestone Investment Counsel Inc. Website

Client: Milestone Investment Counsel Inc.

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Milestone Investments are inspired by a vision to provide individuals and families with a unique offering of institutional-quality expertise, high-value portfolio management and personalized service. Paul Mitchell and Donna Siler created Milestone Investment Counsel in 1996. Stephen Martin joined the firm in 2001 as a third senior partner. All of our partners hold the Chartered Financial Analyst (CFA) designation - the international credential for portfolio managers that is widely respected globally for its focus on current investment expertise and high ethical standards.