Portfolio Management & Investment Advice
It’s your future
At Revolution Group we use a disciplined conflict free investment process that allows your family office transparency of information through account integration and aggregation.You can expect to receive continuous proactive service with the trust, confidence, and accountability that is needed to pursue your wealth goals.The client facing wealth team works with the investment and research team on a daily basis to manage your portfolio.Our wealth advisors tirelessly work with our financial engineering team to build your model and regularly evaluate your portfolio in relation to your needs and goals.
Revolution Group sits on the same side of the table as you and your family and we have aligned our interest with pursuing your goals.Our cost is always disclosed up front and the recommendations we make for your investment portfolio are always made in your best interest.Our clients choose Revolution Group for our integrity, consistency, and proven record of success in the financial industry.
- Research Backed Construction
Much of our investment design and engineering is backed by academic and scientific research from the foremost financial researchers and universities. Our founder, Ryan Fleischer, who studied Portfolio Management at EDHEC Risk Institute in London and Yale School of Management, has worked with EDHEC to develop Scientific Beta and Smart Factor Investing portfolios. The goal of these portfolios is to mitigate volatility and risk while achieving superior risk-adjusted returns. We strive to engineer a portfolio that meets your goals and needs no matter the market condition.
- Risk Managed Portfolio Engineering
Our portfolio construction and implementation process focuses on mitigating risk and using many of the concepts and strategies employed by the foremost universities and organizational endowments.
- Complete Diversification
Investment diversification and management are the core of our services. We do not experiment with our clients’ money, and we do not invest based on popularity or anticipation. We are focused on getting the asset allocation and underlying factors correct. We position your investments across a broad spectrum of asset classes using traditional methods. These are reinforced with thoughtful and purposeful hard assets and alternative investments such as:
- Real Estate
- Structured Hedges
- Private Equity
- Private Debt
- Managed Futures
- Hedge Funds
- Energy & Natural Resources
- Wealth Preservation & Risk Mitigation
Establishing a portfolio that creates absolute returns not linked to a traditional benchmark or market index is crucial to long-term portfolio success. At Revolution Group, we aim to reduce volatility and risk in your portfolio for a narrower and consistent range of returns each and every year. By hedging a portion of your portfolio, we are able to participate in market gains and reduce risk during adverse market conditions. This method of distributing risk is not just about protection, but research has shown it is an effective way to achieve excess returns over time which is crucial in pursuing goals.
- Independent. Transparent. Conflict Free. Unbiased.
Revolution Group is a completely independent client family office which means we provide solutions and services without any conflicts of interest. We have no proprietary products, no investment banking relationships to promote, no compensation from third party managers, and no business conflicts. Besides our in house research and analyst teams, we compliment our capabilities with some of the world’s foremost third party research and asset managers. Our due diligence is not rooted in those that successfully market their products, but in those we believe that fundamentally have the best metrics and are compensated fairly for their performance.
We recognize that no single solution works for all your goals, so we developed an investment model that targets your major objectives in life. Based on the goals identified during discovery and planning, we develop highly customized, short and long-term portfolios to preserve and sustain your wealth.
Revolution Group Smart Portfolios
- Income & Yield Strategies
- Tax efficient Strategies
- Irreplaceable Capital
- Consistent Return
- Absolute Return
- Low Volatility
- Multi-Factor (Scientific)
Portfolio Review & Monitoring
Transparent communication of performance, analysis, and cost.
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 pursuing success for our clients. 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