about advocate Advocate manages money for high net worth individuals and families, foundations and endowments, and smallto 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.