Services
Wealth Management & Investments
Disciplined, independent portfolio management — led by John Mileszko, Chief Investment Officer, and grounded in market and economic analysis.
A service of Betro | Mileszko & Company · SEC-Registered Investment Advisor
Investment and wealth management provided by Betro | Mileszko & Company, an SEC-Registered Investment Advisor. Your portfolio is managed in coordination with your tax and Trust and Estates planning when you engage the affiliated firms and authorize that coordination — using independent analysis, not products we're paid to sell.
Read the philosophy behind our investingWhat This Includes
Disciplined portfolio management
Portfolios are constructed and managed with a long-term, methodical approach rather than reaction to short-term noise.
Asset allocation grounded in analysis
Allocation decisions are informed by ongoing market and economic analysis — the discipline John brings from decades of investment experience.
Objective, fiduciary methodology
We act in a fiduciary capacity. We don’t sell proprietary products or earn commissions, so our guidance stays aligned with your interests.
Independent third-party custody
Your assets are held at an independent, qualified third-party custodian — we never take custody of your funds.
Straightforward reporting
You receive monthly statements directly from your custodian and a quarterly client report from our team. Clear, consistent, and free of jargon.
In Coordination
Your portfolio is built with full visibility into your tax position and estate objectives — not in isolation from them.
What You Can Expect
How the relationship works in practice.
A portfolio built around you
We start from your goals and risk tolerance, then design an asset allocation grounded in market and economic analysis — the firm’s disciplined investment process applied to your circumstances.
Independent custody and clear reporting
Your assets are held in your name at an independent, qualified third-party custodian. You receive monthly statements from the custodian and a quarterly client report with market commentary from our team.
Low-cost, no-commission management
We favor low-cost mutual funds and ETFs and earn no commissions — so what you keep, not what we sell, drives the relationship.
Coordinated With
Partner-led guidance
Begin a conversation with our partners.
A coordinated relationship begins with a conversation — not a pitch. We welcome the opportunity to understand what matters to you and your family.
30 Mechanic Street, Suite 3 · Foxboro, MA 02035
(508) 698-4949