Why invest with Milford?

At Milford we believe we can generate superior investment performance to that of our competitors, with lower levels of risk due to a combination of the following:

Highly Qualified and Experienced Team
A key to success for any investment management business is having the right people and we believe that Milford has one of the highest caliber teams in the market in terms of experience, expertise, contacts and mix of skills.

Active and Absolute Investment Style
Milford has an active approach to investment and adapts investment portfolios to changing market conditions and investment opportunities. Our approach looks to preserve capital in bad times and invest more aggressively in better times.

Detailed Investment Research
Milford is focused on investment research and meeting companies to identify the best opportunities for clients in endeavouring to generate superior returns.

Strong Risk Management
Before making any investment we seek to understand all the key risks and, most importantly, make sure that clients are appropriately rewarded for taking risk. Risk is controlled through creating appropriately diversified investment portfolios.

Our Commitment and Motivation
We are staff and director owned and operated and our success is tied to the investment performance we generate for our clients.

Fair and Transparent Fees
Milford believes in charging fees that are fair, competitive and transparent and based on incentivising Milford to perform well.

In addition to striving for excellent investment performance we also believe that it is important for investors to feel confident that their investments are being well looked after.  As a result we are committed to:

Keeping Our Investors Informed
We keep our investors informed about their investments and our investment strategy through regular reports and updates.

Integrity and Trust
Milford employees are committed to the highest ethical standards and act with integrity.