Segregated vs. pooled investments.
What’s the difference?

Segregated investments are owned by you, the investor, directly. Pooled investments are owned jointly by many investors whose money has been “pooled” together. In general, pooled investments are inferior vehicles because they create large unrealized capital gains which impact investors, regardless of their tax situation. They are typically managed for the top-line performance only. In addition, pooled funds are not transferable assets.

Milestone provides every client with segregated investment accounts. This is unusual; most investment companies limit segregated investments to clients with portfolios of $1 million and up.