Research before opinion
Our investment committee reviews macro data, valuation screens and company fundamentals every week. Positions are sized by conviction and constrained by mandate — never by headlines.
Independent since 1998
Disciplined investing.
Durable returns.
Milford Limited Investment designs and manages diversified portfolios across global equities, fixed income, private credit and real assets — pairing institutional-grade research with transparent, client-first advice.
$2.4B
Assets under advice
18,400+
Clients worldwide
27 yrs
Track record
Balanced Growth
$128,450.20
Global equities45%
Fixed income30%
Private credit15%
Real assets10%
S&P 500 5,842.31 +0.62%
NASDAQ 19,104.55 +0.88%
FTSE 100 8,214.90 −0.14%
DAX 18,672.40 +0.31%
Gold $2,412.60 +0.42%
Brent $78.14 −0.26%
EUR/USD 1.0842 +0.09%
US 10Y 4.18% −2bp
Segregated custody
Held independently
Independently audited
Annual external review
AES-256 encryption
Bank-grade systems
Aligned incentives
We charge a transparent management fee — no hidden spreads, no performance clauses that reward luck. Our partners invest in the same strategies we offer clients.
Reporting that makes sense
Monthly statements, daily valuations and a live client portal. You always know what you own, why you own it, and what it cost — in plain language.
What we manage
Six disciplines, one process.
Whether you need steady income, long-term growth or diversification away from public markets, the research framework is the same.
01 · Equities
Global equities
Developed and emerging-market mandates, from index-tracking cores to concentrated quality-growth strategies.
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02 · Rates
Fixed income
Government, investment-grade and short-duration credit portfolios managed against duration and spread limits.
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03 · Credit
Private credit
Senior secured lending to mid-market borrowers, underwritten in-house with covenant protection.
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04 · Real assets
Real assets
Listed infrastructure, REITs and selected direct property exposure for inflation sensitivity.
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05 · Multi-asset
06 · Thematic
Sustainable & thematic
Screened and transition-aligned portfolios for clients with defined ESG or sector preferences.
ExploreInvestment plans
Four plans. One investment discipline.
Choose the plan that matches your capital and horizon. Start from $100, withdraw daily, and earn a 10% referral bonus on every plan.
Entry level
01
Starter Plan
8% after 24 hours
8%
R.O.I after 24 hours
A short 24-hour cycle for first-time investors — a fixed 8% return on capital from as little as $100.
- Investment: $100 – $5,000
- Daily withdrawals
- Referral bonus: 10%
- 24/7 support
Most popular · 48-hour cycle
02
Classic Plan
18% after 48 hours
18%
R.O.I after 48 hours
Our most requested plan — a two-day cycle delivering 18% on capital between $1,000 and $50,000.
- Investment: $1,000 – $50,000
- Daily withdrawals
- Referral bonus: 10%
- 24/7 support
Monthly cycle
03
Premium Plan
10% after 30 days
10%
R.O.I after 30 days
A longer 30-day term for larger allocations, from $5,000 up to $200,000 — steady, patient growth.
- Investment: $5,000 – $200,000
- Daily withdrawals
- Referral bonus: 10%
- 24/7 support
Highest return · Unlimited
04
Gold Plan
26.5% after 48 hours
26.5%
R.O.I after 48 hours
Our flagship tier — the highest rate on the platform, with no upper investment ceiling above $10,000.
- Investment: $10,000 – Unlimited
- Daily withdrawals
- Referral bonus: 10%
- 24/7 support
Performance
Twenty-seven years of measured compounding.
Markets reward patience and punish overreach. Our Balanced Growth mandate has participated in every major rally since inception while keeping maximum drawdowns materially below the global equity benchmark.
5-yr annualised
9.8%
Max drawdown
−11.2%
Sharpe ratio
1.34
Client retention
96.4%
Balanced Growth
Calendar-year returns, net of fees
2020
2021
2022
2023
2024
2025
Illustrative composite figures
Past performance is not a reliable indicator of future results.
Live markets
The tape, in real time.
Streaming quotes across equities, FX, crypto and commodities — the same screens our investment committee works from every morning.
Global tape
Powered by TradingView
Crypto screener
USD · Live
FX cross rates
Majors · Live
Advanced chart
BTC / USD · Daily
Market data is provided by TradingView for information only and may be delayed. It is not investment advice and should not be relied upon for trading decisions.
Getting started
Four steps to a managed portfolio.
Onboarding typically takes one working day once your identity verification is complete. No paperwork, no branch visits.
01
Create your account
Register online and complete identity verification with a passport or national ID.
≈ 10 minutes
02
Set your risk profile
A short questionnaire and optional call establish your horizon, capacity for loss and objectives.
Same day
03
Fund your account
Bank transfer, card or existing brokerage transfer. Client money is held in segregated accounts.
Instant
04
Track and review
Live valuations in your portal, monthly statements and an annual review with your advisor.
Ongoing
$2.4B
Assets under advice
18,400+
Clients worldwide
195
Investment professionals
96.4%
Client retention
Custodians, brokers & research partners
Questions
Frequently asked.
Can't find what you need? Our advisors are available always
Contact the teamWhat is the minimum investment?
Each plan has its own minimum: Starter from $100, Classic from $1,000, Premium from $5,000, and Gold from $10,000 with no upper limit. You can start with any plan that suits your capital.
How are my assets protected?
Client money is held in segregated accounts with independent custodians and is never used for firm operations. Our systems use AES-256 encryption, mandatory two-factor authentication and role-based access controls, and accounts are subject to annual external audit.
Can I withdraw at any time?
Yes. All plans offer daily withdrawals. You can request a withdrawal at any time, and funds are typically processed within one business day.