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Statement of Objectives

Client Centered

Mile Marker Financial Advocates' investment program provides clients 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.

The following objectives have been established in conjunction with a comprehensive review of client needs throughout their investment lives:

  • Navigate market conditions within the context of a full investment cycle.
  • Maintain investment flexibility in meeting the long-term goals and objectives of our clients.
  • Provide clients with investment strategies to accommodate the variation in risk profiles across our client base.
  • Control costs of administering the investment program and managing the assets
  • Comply with all fiduciary, prudence, and due diligence requirements.

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