Investment Philosophy

Revolution stands for change and the financial world is constantly and fundamentally changing. More than ever we believe that our clients' investment portfolios must recognize and adapt to new realities; mitigating the risks and leveraging the opportunities that lie ahead. We work with teams of highly competent and respected strategist and make what we believe to be timely and opportunistic changes as to what is currently happening or laying ahead in our global economy.

Our strategy is grounded in the belief that clients come first and foremost. We don't fit our clients into an investment portfolio model, rather we design each client's investment model to serve their specific goals and needs. We are predominantly a cost-based wealth management firm. This allows us to align our interest with our clients' objectives.

We believe that risk management is central to the overall portfolio construction process. Our distinct proprietary process consists of investments derived from traditional assets - stocks and bonds - as well as several groups of non-traded offerings that are non-correlated. This way of allocating or distributing risk is not just about protecting an investor's portfolio from downside in the stock and bond market, but we view it as an effective way to achieve alpha, or excess returns over time. As our process is executed, risk is not something we avoid, but it is something we carefully and thoughtfully manage.

Our strategy has devoted itself to the belief that clients come first and foremost. We don't fit our clients in an investment portfolio model, rather we design each of client's investment model to serve the goals and needs of each specific client. Being predominantly a fee-based firm, we align our interest with our clients. In this way, our feet are held constantly to the fire to perform.

At Revolution group, we understand our client's desire of reducing their tax burden. Not only do we take consideration to reduce taxes, but it is our goal to minimize risk. Rate of return on your money is important, however we believe in taking steps to mitigate risk for the preservation of your money.