Benton Harbor, MI Office

Rebellion Asset Management provides fee-based investment management and financial planning to a select group of families, high‑net‑worth individuals, related trusts, charitable entities, corporations, and other business clients. The five‑advisor firm manages roughly $91.8 million in discretionary assets and offers individualized portfolio management, model portfolios, and sub‑advisory services to independent RIAs and institutional clients.

The firm combines quantitative methods, technical analysis, and computer models with third‑party research and software, and may delegate portions of portfolio management to affiliated or independent sub‑advisers who act as input to the firm’s investment decisions. Rebellion also uses a range of options strategies — including a stated institutional option overlay and a designated “Swarm Active Trading” program available only to accredited investors — and maintains continuous supervision with at least annual formal account reviews.

Noteworthy features relative to many peers are Rebellion’s explicit emphasis on option overlays and its active role as a sub‑advisor and overlay provider to other advisors and institutions, rather than solely managing individual client portfolios. The brochure also discloses recently changing its legal name and identifies potential conflicts of interest (for example, the firm’s ability to delegate to sub‑advisers and an economic incentive to recommend strategies that provide greater benefit to the firm) that prospective clients should consider.