Statement of Objectives

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.