SERVICES

Operations

For Investors

MANAGED LOAN FUND

If you are looking for a high yield investment with a company that has NEVER missed a quarterly payment, and want to diversify from the unstable stock market and improve your investment portfolio, you should strongly consider investing in Milestone Financial LLC.

   ADVANTAGES
  • Minimum Investment: $50,000
  • Minimum Yield: 8.00%
  • Term: 5 Years
  • Early Termination: Allowed (a penalty may apply)
  • Payment Schedule: Quarterly
  • Set Up Fee (Load): None
  • % of 1st Liens: 85% +
  • Investment Vehicle: Loan To LLC
  • Higher yield. Shorter investment period
  • Reliable monthly income
  • No management fees
  • Protective equity. Broad diversification
  • No commissions or start-up cost
  • Great for self-directed IRA's and Pensions
  • Profit includes: loan fees, late fees and interest

COUNT ON US

Through disciplined underwriting Milestone has made consistent payments during these turbulent times. The residential market has bottomed in most of California. This is an excellent time to invest in loans, secured by meticulously researched California real estate, which offer the following advantages:

  
     

 

8.95 Yield Milestone financial

Increase your yield today!

Profit with us as we lend to small real estate investors throughout California.

We provide our customers high quality services personalized for their unique needs.

   Milestone Performance Grapgh
View detail information about this graph
     

Data obtained from various sources including BankRate.com and YahooFinance.com.  Past performance from Milestone Financial LLC ("Milestone") is not necessarily indicative of future performance.  Risk of
loss is always present. The cause of losses is because of the effect of one or more factors occurring alone or in combination with any other factors,  including decrease in property values, borrower credit, government regulation and other factors.  Milestone is not a security or partnership.  Participation in strictly thru a written promissory note.  Quarterly yield percentages are annualized.

We charge no management fee, load or set up fee. Past performance from Milestone Financial LLC (“Milestone”) is not necessarily indicative of future performance. Risk of loss and variations in yield can occur based on one or more factors including decrease in property values, borrower credit, government regulation and other factors. Milestone is not a security or partnership. Participation in Milestone is strictly through a written promissory note. Yield calculations are annualized. Milestone is not affiliated with or endorsed by Marcus & Millichap Real Estate Investment Services.


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PROVIDING INVESTMENT & LENDING SOLUTIONS

 

Call us today! 800.391.0596

2626 Hanover Street Palo Alto, CA 94304
     

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