A complete list of active advisors currently associated with Revise
Warmer can help you find a great advisor at Revise or one who fits your needs even better.
Revise provides advisory services to individual investors — including high-net-worth individuals — and also acts as a subadvisor to other registered investment advisers. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and limited-scope fixed-fee investment reviews, generally recommending ETFs, equities, and fixed income securities. The firm’s investment process emphasizes modern portfolio theory and quantitative analysis, employs a long‑term trading approach, and documents each client’s objectives and risk tolerance in an Investment Policy Statement; Revise frequently seeks discretionary authority to implement its plans. Revise tailors portfolios to client-imposed restrictions (such as ESG or sector exclusions) and may deliver model portfolios to primary advisers as part of its subadvisory arrangements across multiple custodians. What is distinctive for a solo independent adviser is the firm’s insurance affiliation: the principal is a licensed insurance agent, and the firm discloses acceptance of commissions for insurance product sales and the related conflicts of interest while noting commissions are not its primary source of advisory compensation. Other operational features that stand out in the brochure include a very small client base (seven clients) and roughly $9 million in AUM, disclosure that the firm may receive soft‑dollar benefits from custodians, and a stated practice of not aggregating trades for multiple client accounts.
To learn more about the advisors currently working at Revise, 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 |
|---|---|---|
Chicago, IL
| 1
|
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