MILESTONE GROUP INC. Overview

Milestone Group Inc. is an investment advisor that manages 1.8 BN dollars in regulatory AUM and has 22 employees, of which 10 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/04 to 09/30/16. The fund's latest filing disclosed 660MM in positions, representing 37% of the manager's regulatory AUM.

MILESTONE GROUP INC. StockAlpha

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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

MILESTONE GROUP INC. Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
QUAL 13.43% ETF 3.27% -0.18% 1 1%
DBEF 8.74% ETF 6.1% 0.09% 0 1%
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MILESTONE GROUP INC. Founders and Key Employees

Name Title In Position Since
Mark J. Riley Chief Compliance Officer And Operations Manager April-2009
Gregory A. Wheeler President & Director August-2012
Scott B. Grauer Chairman August-2012
Steven G. Bradshaw Director August-2012
Eric T. Koeplin Managing Director February-1996
Robert T. Adams Managing Director February-1996

MILESTONE GROUP INC. Brokers, Custodians, Auditors and Administrators

Type Company

MILESTONE GROUP INC. Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis and Risks
Depending on your financial needs, risk tolerance and special circumstances, Milestone will help you choose the appropriate investment objective and asset class mix generally defined by your exposures to equities and bonds. Your assets are managed by a team of Milestone’s investment professionals that includes portfolio managers and investment analysts. Milestone manages each investment objective primarily by 1) diversifying capital to several asset classes (primarily U.S. and foreign stocks, bonds, and commodities, which are usually represented by mutual funds and exchanged-traded funds (ETFs), (2) rebalancing to target allocations and 3) generally seeking to limit what Milestone deems as unnecessary portfolio expenses. In addition, Milestone will consider
fundamental valuations, the current macro-economic climate, market sentiment, and other factors to adjust asset class ...
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MILESTONE GROUP INC. Portfolio Concentration

MILESTONE GROUP INC. Location

370 17TH STREET
SUITE 3100
DENVER, Colorado
UNITED STATES, 80202

MILESTONE GROUP INC. Contact Information

Phone Number: 303-539-0100
Fax Number: 303-539-0101
Website:

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