Revere Asset Management

At Revere Asset Management, we understand the importance of securing your financial future. As a fiduciary, we are committed to providing transparent, fee-based investment management services that cater to the unique needs of our clients. With a focus on quantitative research and data-driven decision-making, we strive to create personalized investment portfolios that optimize returns while minimizing risk.

Our Services

Revere Asset Management offers a range of investment strategies tailored to meet the diverse needs of our clients. Our core portfolios are designed to provide steady growth and protection, while our hybrid portfolios blend different asset classes to optimize returns. We also offer tailored solutions for smaller portfolios through our diversified ETF strategy. For those looking for a more bespoke approach, we offer options overlay and Grotection Plus, a combination of our Grotection and Robotection strategies.

Our Team

At Revere Asset Management, we pride ourselves on our expertise and commitment to exceptional client service. Our leadership team includes industry veterans with years of experience in investment management. Our team of analysts and portfolio managers work closely with clients to understand their financial goals and develop personalized investment plans.

Meet Our Leaders

• Dan Stewart, CFA, President and Chief Compliance Officer: With over 25 years of experience in the financial industry, Dan has a proven track record in investment management and comprehensive planning. He holds a CFA Charter and is a certified public accountant.
• Don Vandenbord, Chief Investment Officer and Senior Portfolio Manager: Don brings a wealth of experience in investment management to our team. He has worked with numerous clients, providing personalized portfolio management and guidance.

What Sets Us Apart

At Revere Asset Management, we prioritize openness and transparency in our approach to investment management. Unlike traditional investment firms, we eschew high-pressure sales tactics and instead focus on providing actionable, data-driven insights to our clients. With Revere Asset Management, you can trust that your money is being managed by a team of experts who share your commitment to financial success.

What Our Clients Say

We are humbled by the trust our clients have placed in us. Here are a few testimonials from satisfied clients:

• "I have been working with Revere Asset Management for the past three years. I am so grateful for their expertise. As fiduciaries, they are dedicated to actively managing and growing my assets in my best interests. Their podcast is informative, educational, and timely." - Amy Y.
• "I am very happy with Revere and all of the Revere team. Dan has the expertise and knowledge to answer any question I throw at him about investments and money. Don is excellent with helping manage my investments, and I enjoy the educational videos at the end of the day." - Kelsey J.

Staying Informed

At Revere Asset Management, we understand the importance of staying informed about market trends and economic developments. That's why we offer a weekly podcast, providing actionable insights and expert analysis to help you make informed decisions about your investments.

Get in Touch

To learn more about how Revere Asset Management can help you achieve your financial goals, please don't hesitate to contact us. We look forward to speaking with you.