Your Financial Advocate, LLC

Overview

Your Financial Advocate, LLC is a small, fee-based registered investment adviser that focuses on discretionary portfolio management for individual and family clients. The firm’s stated investment preference is equities, with the bulk of assets managed in exchange-traded securities. Strategy emphasis appears to be on liquid, market-traded instruments delivered through separately managed solutions rather than long illiquid commitments. The firm charges clients a percentage of assets under management and operates with an owner-type structure classified as an individual owner. It does not present as an active ESG investor, nor does it act as a pension consultant or multi-state adviser. Investment activity centers on tailoring equity exposures for individuals and small businesses, using discretionary authority to implement and rebalance positions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices