St. Augustine, FL Office

Revere Asset provides discretionary investment management and advisory services to individuals (including high‑net‑worth clients), trusts, estates, pension and profit‑sharing plans, and charitable organizations, and also offers financial planning and sub‑advisory arrangements. The firm manages approximately $408 million on a discretionary basis and charges percentage‑of‑assets fees for portfolio management and related services.

Revere’s investment approach centers on a trend‑following, rules‑based framework—its flagship Grotection® strategy uses three timeframes and moving‑average signals to shift between growth and defensive postures—and combines technical, fundamental and cyclical analysis with real‑time monitoring. Portfolios are actively managed with documented buy/sell rules, position‑sizing tied to stock beta and ATR, and defined re‑entry criteria; the firm also distributes a nightly market video (“Tomorrow’s Insights”) to keep clients informed.

Compared with many peers, Revere emphasizes daily transparency and systematic risk control rather than performance‑based compensation: the brochure discloses that the firm does not charge performance‑based fees. It also operates multiple branded strategy tiers (Grotection®, Turbotection®, Robotection®) with different position‑size and minimum account rules, uses sub‑advisory relationships for certain services, and documents trade execution processes (including liquidity screens and post‑trade review) intended to equalize fills across clients.