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.

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.

Clients have the responsibility of providing all the information necessary to make an informed recommendation.

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.

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.

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.

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.

Molly Rambo recognizes the importance of ongoing review and analysis of underlying investment managers, model portfolios, and custom 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.