Revere Asset

Revere Asset Management, Inc., operating as Revere Asset, is a Registered Investment Adviser based in Dallas, Texas, established in 2010. The firm, owned by Daniel Stewart and Donald Vandenbord, offers financial and investment advice to individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. Revere Asset is committed to transparency and acts as a fiduciary for clients, providing investment advisory and consulting services tailored to meet specific needs and goals. The firm's investment strategy includes the Grotection® portfolio, designed to grow assets during market uptrends and protect them during downtrends. Revere Asset charges a tiered fee based on assets under management, ranging from 0.8% to 1.4%. The minimum initial investment required is $50,000. The firm does not charge performance-based fees or engage in side-by-side management. Revere Asset does not participate in principal transactions and does not vote proxies on behalf of clients. Clients have the option to review their portfolios regularly and receive detailed market insights through daily videos. The firm has a Business Continuity Plan in place and maintains strict privacy policies to protect clients' nonpublic personal information.