The difference is our targeted investment philosophy.
Learn more >
Why Choose Revolution Group?
At Revolution Group, we provide customized investment portfolios that are specific to the needs and interests of our clients and their families. Our distinctive way of portfolio management allows our clients to benefit from gains with a reduced exposure to downside risk.
We are predominantly a cost-based wealth management firm. This allows us to align our interests with our clients' objectives. At Revolution Group, we provide access to products and services without any conflicts of interest, including: no proprietary investment products to sell; no investment banking relationship to promote; and no business conflicts to get in the way of providing unbiased recommendations.
We have chosen to partner with LPL Financial, LLC (LPL) as our broker-dealer to provide the most progressive and advanced level investment offerings. This relationship provides boutique style service with an integrated platform of proprietary technology, brokerage, and investment advisory services. LPL financial, headquartered in San Diego, CA, is the largest independent broker/dealer,* making them a leading distributor of financial products in the United States. The LPL research and strategist team consist of more then 45 experienced and accomplished industry veterans, making it one of the largest and experienced independent groups in the country. This relationship has enabled us to provide unbiased and conflict free products and advices.
Our Clients
We have many types of clients from various backgrounds. Below are some of the common categories of clients we serve and some of the questions they have had.
* We are not in the business of giving tax and/or legal advice. While we believe our sources to be reliable, you should consult your own tax advisor or legal counsel as it relates to your particular situation