Our Core Beliefs

 

Trust

  • + Trusted client loyalty with 99% account retention

 

Fiduciary Standards

 

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

Talk with Founder

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.

 
  • + Deliver goals and needs based planning and portfolios

  • + Have the obligation both legally and ethically to place clients’ interests first

  • + Provide fee only advice and treat all clients fairly with cost

  • + Provide full transparency of portfolios and investments

  • + Be conflict free from all banks, trust departments, broker/dealers, insurance companies, and custodians

  • + Do not accept commissions or accept payment for products or shelf space

  • + Revenue comes from clients only

  • + Measure performance using independent third parties

  • + Do not create products to sell or price any public securities

  • + 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

Make the Change

 

Watch this short interview with our Founder, Ryan Fleischer at a recent Private Investment conference.

Founder Interview from Revolution Group on Vimeo.

Leadership Team

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