The Milestone Group

The Milestone Group, Inc. is an employee-owned investment manager based in Denver, Colorado, with additional offices in Dallas, Fort Worth, and Austin, Texas. Founded in 1996, the firm specializes in wealth management services primarily for high net worth individuals. In addition to investment management, The Milestone Group offers a range of planning services, including stock option planning, charitable gift planning, education funding analysis, and employer benefit analysis. The firm manages separate equity and fixed income portfolios tailored to the needs of its clients, which include individuals, pension and profit-sharing plans, charitable organizations, institutional investors, and corporations. The Milestone Group invests in the public equity and fixed income markets within the United States and operates as a subsidiary of BOK Financial Corporation.