Asset Management

Offer your clients proprietary diversified investment portfolios with optional protection offered exculsively through our Risk-Wrap product..

GET STARTED

A Core Portfolio

All portfolios need a strong core and our market participation portfolios were created using a proprietary blend of low cost top tier ETF's. Our choice to use ETF's was based on what we feel is best for our clients; low costs, transparency and tax efficiency.

Through the use of our automated risk asessment scoring system and financial planning tools each advisor can easily determine the most suitable portfolio allocation for each individual client.

Additional Products

Supplemental Investments

As a complement to our core portfolio we offer clients supplemental investments to gain extra exposure to areas that are important to the client.

Supplemental Investments Include:

-> Low Beta
-> High Yield
-> Growth
-> Low Correlation
-> Specialty Sector

Portfolio Protection

For clients that want the peace of mind that their investments are protected from adverse market moves we offer our Risk-Wrap solution.

Risk-Wrap is portfolio protection that automatically reduces market exposure in volatile market conditions helping to protect investors from catastrophic loss.

Learn More

Advisory Advocates is an independent firm committed to providing financial planning & advisory services to individuals with an emphasis on protecting our client assests.

For Advisors

Asset Management

A Core Portfolio

Additional Products

Supplemental Investments

Portfolio Protection

Solutions

Internal

Quick Links

Home Office

Call

Email