Revere Asset Management
Overview
Revere Asset Management is an independent Registered Investment Advisor (RIA) based in Allen, Texas, offering active, rules-based investment strategies with a focus on downside protection. The firm provides multiple investment strategies tailored to investors of various portfolio sizes, ensuring protection through sell strategies that limit exposure during market corrections. Revere's approach emphasizes active management combined with downside protection, aiming to grow wealth while managing risk in volatile markets. The firm's leadership includes President and Chief Compliance Officer Dan Stewart, CFA®, and Chief Investment Officer Don Vandenbord, who bring extensive experience in financial services and portfolio management. Revere Asset Management is committed to transparent, fee-based advice, serving as a fiduciary to its clients and offering comprehensive life planning services.
Portfolio Companies
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Frequently asked questions about Revere Asset Management
What sectors does Revere Asset Management invest in?
Revere Asset Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Dallas, Texas, United States. Revere Asset Management is listed as a private investment firm in the ConnectSafely investor database.
What stage does Revere Asset Management invest at?
Revere Asset Management backs companies at Early Stage, Growth, Late Stage, Pre-IPO, Buyout and Turnaround, writing cheques of 1M - 50M.
Which regions does Revere Asset Management invest in?
Revere Asset Management invests across United States.
What companies has Revere Asset Management invested in?
Revere Asset Management's portfolio includes Apple, Microsoft, Amazon, Facebook, ExxonMobil, Pfizer, Google and Samsung.
How do I contact Revere Asset Management?
Revere Asset Management's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of the team.
Last updated · Source: ConnectSafely investor database
