REVISE

Overview

Revise is a small, independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with insurance brokerage services, and charges clients via a mix of percentage-of-AUM, fixed fees and commissions. Investment activity is centered on publicly traded pooled vehicles—principally mutual funds and ETFs—with an expressed orientation toward ESG investing. The adviser operates a compact client roster and appears to favor managed fund exposures over direct-stock concentration, using pooled products to deliver diversified, fee-based portfolios alongside insurance solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices