For Municipalities

At Milestone we know how important proper cash management is to the financial health of a city, township, or borough – having the necessary cash on hand for daily operating expenses, and maximizing the yields on invested funds while preserving principal. We are extremely familiar with Pennsylvania’s Legal List of Investments and we adhere to it when making investment decisions on your behalf. We’ll do the work so you don’t have to!

  • We strive to ensure your investments are yielding the highest possible return with the lowest possible risk so you can meet your disbursement needs.
  • Our independent status means that we are not tied to any particular bank, vendor, or product, giving your municipality access to a broad array of choices.

We also provide investment management and employee education services for Municipal Retirement Plans, including uniformed and non-uniformed pension plan investments and Section 457 plans using our retirement plan consulting process.

Contact us for more information, including a list of references

Thank you for visiting our website! Please complete the following information and you are welcome to download a complimentary copy of the Pennsylvania Fiscal Management Handbook.

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