Making it easy
The Milford mobile app and online portal ensures you have full visibility over your balance, fund performance and where your money is invested. Download your annual statements, view your transaction history, change your fund mix or easily get in touch with us.
Active fund management
We take a hands-on approach to investing, constantly re-evaluating investments pursuing the best returns possible for our clients. Our ability to move quickly means we can take advantage of opportunities as they arise and manage risk along the way.
Detailed research & insights
Our Investment Team do hundreds of company visits every year, conducting rigorous reviews and detailed financial analysis. By personally researching our investments, we can identify potential opportunities others may not see and have a greater understanding of where your money should be.
A team who invests alongside their clients
Trust is of the utmost importance when someone is dealing with your money. We believe in our investment strategies so much that our investment experts and wider staff invest their own money in the same funds as our clients. It’s our policy. You can believe our team is highly motivated to have your funds do the best that they can because we’re on the same journey.