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Our Core Beliefs

Trust

+ Trusted client loyalty with 99% account retention

Fiduciary Standards

+ REAL FIDUCIARY™ STANDARD
+ Clients come first

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

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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

_{*Real Fiduciary™ Standard refers to Revolution Capital, LLC and has been adopted by the Registered Investment Advisor and not its affiliated entities.}