At Revolution Group we want to know what your dynamic financial needs and goals are for the short and long term. We listen, we ask questions and once we have identified with you, we apply our deep financial management experience to help you pursue your goals. Personalized service and transparent management of your assets combined with unwavering integrity and exceptional talent is what we strive to provide to every one of our clients.
Goal and Need Identification
Your initial meeting about your personal wealth advisor, you’ll get to know each other on a deep level so you can help you identify your goals, diagnose improvements, and revolutionize your current strategy. Some things you will find out about your wealth advisor and Revolution Group during this meeting are:
- Why your personal financial advisor chose this profession
- Their education and experience
- Why they chose to work at Revolution Group team
- The value creation and difference Revolution Group brings to its clients
To ensure the best chance of your goals and needs being met, your personal financial advisor will design a blueprint that meets your comfort level and risk tolerance.Your current portfolio will be analyzed for holes, hidden risk, efficiencies and stress tested.
Disciplined portfolio management and construction is the core of what we do, and sets us apart.Your portfolio will be built around your goals, needs, and risk tolerance.Our investment and research team will develop a time tested portfolio based on the foremost research and academics using exclusive asset managers.
As an independent investment advisor it is in our best interest to provide an unmatched level of quality advice to every one of our clients.In addition to our modern approach to portfolio construction, we offer a level of personalized service and open communication not found at larger organizations that ensures clients feel comfortable and confident in choosing Revolution Group.
At Revolution Group, we don’t hide fees and expenses. We fully explain up-front our value proposition and the cost for our services.
Communication of portfolio results is important to pursing success for our clients. Once your plan and portfolio is implemented you can expect Revolution Group to deliver proactive and unparalleled service. Clients see portfolio performance with detailed transparency in relation to traditional markets and, more importantly, in relation to target goals and needs. We make available current portfolio performance information in several ways and customize that for your preference:
- In-person portfolio reviews
- Secure on-line portfolio reviews
- 24/7 online performance and statements reports
- Reports and analysis posted in your private client portal
- Hard copy reports delivered to your home or office