Our Roadmap & Commitment to You We all need a roadmap. This one is ours. The purpose of this roadmap is to assist Molly Rambo and Mile Marker Financial Advocates in effectively supervising, monitoring and evaluating our managed portfolios. Our investment program is defined in various sections of our roadmap, along with the objectives, policy, governance, and supervision framework necessary to adequately fulfill our fiduciary obligation to clients and investors.To learn more about each piece of our roadmap, please click on the button below each description. If you have any further questions, you are also welcome to contact us directly to discuss our philosophy. Statement of Objectives The investment program provides clients of Mile Marker Financial Advocates the opportunity to meet their long-term financial goals through the use of model and customized portfolios as part of broader, comprehensive wealth management process. Learn more Fiduciary Responsibilities Molly Rambo, CPFA, is a fiduciary to the program and is responsible for providing the investment framework and monitoring the investment management program for clients and investors. Learn more Client Responsibilities Clients have the responsibility of providing all the information necessary to make an informed recommendation. Learn more Guidelines and Investment Policy Molly Rambo, in consultation with investment committee, subject matter experts, consultants, and other advisors, seeks to provide clients with a broad array of model portfolios that could represent a variety of levels of risks vs. return profiles and time horizon constraints. Learn more Investment Beliefs Molly Rambo's investment beliefs provide a foundational framework for the decision-making process. Our beliefs guide the development of appropriate policy, procedures, and investment decisions for advisor managed portfolios. Learn more Asset Allocation Molly Rambo recognizes the role that an effective Strategic Asset Allocation policy will play in helping clients manage risk and return objectives as they pursue their long-term goals. Learn more Investment Manager Selection Molly Rambo has the responsibility and sole discretion for selecting the underlying investment managers of the investment portfolios that are available unless otherwise instructed by the account owner. Learn more Monitoring of Investment Managers and Portfolios Molly Rambo recognizes the importance of ongoing review and analysis of underlying investment managers, model portfolios, and custom portfolios. Learn more Rebalancing Managed Portfolios One of the key reasons for the rebalancing is that material deviations from strategic target weightings can impair the portfolios ability to meet its long term goals and objectives. Under normal market conditions, investment portfolios will be rebalanced twice a year, once in January and once in July. Learn more Have a Question? We are happy to help! Name Email Address Phone Question Thank you! Oops!