about advocate

Advocate manages money for high net worth individuals and families, foundations and endowments, and small- to mid-sized institutions.

Founded in 2001, Advocate’s mission is to preserve wealth and to achieve long-term sustainable performance. We use tax efficient, low-cost exchange-traded funds for our underlying investments, giving you a diverse variety of sectors and styles, both domestic and world-wide.

We actively and strategically manage your asset allocation, according to your personal risk requirements.