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May 3

TD-Schwab Integration – Client Update

May 3, 2023 in Client Updates

milestone asset management

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This website has been published in the United States and is intended for U.S. residents only. This website is for informational purposes only and is not an offer to buy or sell (or a solicitation of an offer to buy or sell) any security or instrument or to participate in any particular trading or investment strategy. Milestone Asset Management, LLC (“MAM”) is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). MAM and its representatives are currently in compliance with SEC regulatory filing requirements and the states in which MAM maintains clients. MAM may only transact business in the states in which it is registered or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to MAM’s investment advisory services. Therefore, the publication of this website should not be construed by any prospective client as a solicitation by MAM to effect, or attempt to effect, transactions in securities or the offering of personalized investment or tax advice for compensation, over the internet. Any subsequent, direct communication by MAM with a prospective client shall be conducted by a representative that is either registered (or qualifies for an exemption or exclusion from registration) in the state where the prospective client resides. All investment strategy information is for descriptive purposes only and does not take into account a prospective client’s specific investment objectives, risk tolerance, financial situation or liquidity needs. Such strategies may not be suitable for all investors and this is not a solicitation or recommendation for any particular investment or investment strategy. All investments and investment strategies involve risk, including the possible loss of principal. There is no guarantee that any investment or investment strategy will achieve its investment objectives. For additional information and a complete description of investment risks, fees, and services, please review the MAM brochure (Form ADV) and client relationship summary (Form CRS). These documents are available from your MAM investment adviser representative or the SEC’s website at www.adviserinfo.sec.gov. Please note that registration as an investment adviser or investment adviser representative does not imply any level of skill or training.