Milestone Managers & Providers - History

History

The founders of Milestone performed early market analysis beginning in 2002 by evaluating market trends and initiating discussions with potential institutional capital, relative to the alternative, uncorrelated and fixed-income nature of the asset class known as life settlements.

Milestone was established as limited liability companies in early 2004, and began acquiring life settlement and viatical provider licenses in regulated states at that time, while continuing their efforts of guiding institutional capital into the marketplace. Recognizing the need for greater efficiencies in the life settlement market, Milestone designed and built an efficient and scalable platform by which to trade and monitor life insurance policies.

Many institutional investors and pension funds have been attracted to life settlements . Milestone facilitates purchase transactions for these institutional investors, including one of the worlds leading asset management groups.

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