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OUR HISTORY

Milford Asset Management History

Located in New Zealand and incorporated in 2003, Milford Asset Management has years of combined investment management experience. We are a Registered Investment Advisor (RIA). We conduct our own research in-house, focusing on individual securities. In addition, several members of our team have earned the title Chartered Financial Analyst* (“CFA”), providing our clients with an extra measure of confidence.

Let’s discuss about how we can help make your financial life better

OUR HISTORY

Milford Asset Management History

If you're an individual looking to upgrade your finances, Milford Asset Management is the ideal partner to help you achieve your goals. We specialise in providing comprehensive financial solutions and personalised guidance to individuals who are committed to taking their financial well-being to new heights.

Why Choose us

Questions We Are Frequently Asked

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Milford Asset Management offers a range of investment options to suit your needs. You can invest by opening an account with us directly or through a financial advisor.
Milford Asset Management offers a diverse range of investment products tailored to meet various investment goals and risk profiles. Each product has its own investment strategy, asset allocation, and associated risks.
Milford Asset Management provides various tools and resources to help you track the performance of your investments. Our secure online portal allows you to view your investment portfolio, transaction history, and performance reports.
WE ARE HERE TO SERVE YOU

Tailored Advisory Services

As a financial management company, Milford Asset Management offers a valuable partnership that can help you reach your financial goals. Our approach is centered around your individual needs, meaning we take the time to understand your unique financial situation and develop a personalized plan to help you achieve success. By working with us, you can expect a trusted advisor who will provide expert guidance and support as you work towards upgrading your finances. Our team is dedicated to helping you achieve financial confidence and security, and we are committed to being your partners every step of the way. With Milford Asset Management by your side, you can trust that you are working with a reliable, experienced partner who is passionate about helping you turn your aspirations into reality. Let us guide you towards a brighter financial future today.