A complete list of active advisors currently associated with Revise Capital LLC
Warmer can help you find a great advisor at Revise Capital LLC or one who fits your needs even better.
Revise Capital LLC provides discretionary portfolio management primarily to high‑net‑worth individuals and to a pooled investment vehicle managed by the firm. Services include ongoing portfolio construction, investment policy development, and regular portfolio monitoring across mutual funds, equities, ETFs, fixed income, real estate funds, private placements and other eligible securities. The firm documents client objectives in an Investment Policy Statement and generally manages accounts on a discretionary basis. Its investment process blends quantitative, fundamental, technical and charting analysis and employs both long‑ and short‑term trading techniques, including margin and options strategies, with monthly account reviews. Compared with peers, Revise Capital’s combination of a very small client base and operation of its own pooled vehicle is uncommon for an independent adviser of this size, and the firm discloses that it manages that fund directly. The firm also requires clients to custody accounts at Interactive Brokers LLC and discloses use of higher‑risk instruments (options, margin and private placements), which can result in more concentrated, customized relationships than many small independent advisers.
To learn more about the advisors currently working at Revise Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Green Bay, WI
| 18
|
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