Founder, CEO/CIO
Our Core Beliefs
Trust
- + Trusted client loyalty with 99% account retention
Zero Conflicts
- + No self-serving products or relationships
- + No proprietary products to promote
- + No business relationships to promote
Transparency
- + Upfront pricing
- + No commissions
- + No hidden fees
- + 3rd Party statements & reporting
- + 24/7 Access with client app & portal
Complex Accountability
- + Accountable to SEC and State Regulators
Definitive Contracts
- + Customizable services
- + Simple, custom contracts on your terms
- + Terminate any time
- + Add or subtract family office services or planning services
REAL FIDUCIARY™ STANDARD
Watch this short video to learn more about our REAL FIDUCIARY™ STANDARD which goes above and beyond the global fiduciary standard and those that call themselves a fiduciary.
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+ Deliver goals and needs based planning and portfolios
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+ Have the obligation both legally and ethically to place clients’ interests first
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+ Provide fee only advice and treat all clients fairly with cost
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+ Provide full transparency of portfolios and investments
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+ Be conflict free from all banks, trust departments, broker/dealers, insurance companies, and custodians
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+ Do not accept commissions or accept payment for products or shelf space
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+ Revenue comes from clients only
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+ Measure performance using independent third parties
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+ Do not create products to sell or price any public securities
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+ Never hold client assets, securities, or capital
Our Customizable and Exclusive Services
Wealth Management
- + Goals & needs based
- + Custom & flexible solutions
- + Exclusive private investment asset sleeves
- + Innovative portfolio construction
- + Tax-efficient
Business Advisement & Transition
- + Pre & post sale
- + Be attractive and ready
- + Grow your value
- + Efficiently maximize your business harvest
- + Mitigate your risk
- + Transition planning
- + Recapitalization advisement
Family Office
- + Lifestyle
- + Advanced resources
- + Travel
- + Advocacy
- + Wellness
Watch this short interview with our Founder, Ryan Fleischer at a recent Private Investment conference.
Founder Interview from Revolution Group on Vimeo.
Leadership Team
Wealth/Relationship Advisor
Latest Blogs & Podcasts
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Secrets To Making Better Financial Decisions in Uncertain Times
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Secrets To Making Better Financial Decisions in Uncertain Times
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