Our Services
Sub-advisory
We provide institutional-grade portfolio management for advisors, family offices, and portfolio managers who want scale, discipline, and better risk control. Our role is simple: manage portfolios with precision so you can focus on client relationships and growth.
Many advisory firms outgrow their internal investment process before they realize it. Models drift. Risk goes unmanaged. Alternatives get bolted on without real oversight. Traditional TAMPs solve some problems but introduce others: rigidity, generic models, and misaligned incentives. Our subadvisory platform is built for firms that want professional-grade management without surrendering control or client ownership.
Our Approach
- Dynamic asset allocation: Actively manage exposure across market regimes, not static buy-and-hold models.
- Risk management first: Portfolio construction centered on drawdown control, sequencing risk, and volatility management.
- Institutional alternatives access: Carefully vetted alternative investments for accredited investors, integrated intentionally, not as decoration.
- Advisor-first design: You own the client relationship. We manage the capital.
What Makes Revise Different
Not a Cookie-Cutter TAMP
No rigid models, no forced lineups, no one-size-fits-all allocations.
Structural, Not Tactical Noise
We focus on portfolio structure, risk asymmetry, and long-term durability, not short-term market calls.
Independent Fiduciary Alignment
No house products, no revenue-driven fund placement, no conflicts hiding in the footnotes.
Who We Serve
While Revise is open to all, our sub-advisory services are particularly well-suited for:
- RIAs looking to scale investment management without scaling headcount.
- Family offices seeking disciplined portfolio construction and risk oversight.
- Portfolio managers who want institutional tools, process, and alternatives access.
- Firms tired of outsourcing to black-box TAMPs.
FAQs
Yes. You remain the advisor of record. We act solely as the subadvisor.
Yes. Models, constraints, and allocations can be tailored to your framework and client base.
Yes, for accredited investors, with careful diligence and intentional portfolio integration.
More flexibility, deeper risk management, no product bias, and institutional-level portfolio construction.
Next Steps
The goal is clarity. Our process begins with a simple conversation to see if our approach is the right fit for your family's future.
Who we are
Preserve, compound,
and protect wealth
with discipline.
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Investment advisory services are offered through Revise Wealth LLC, a Registered Investment Adviser (CRD 335629, State of Illinois). Advisory services are available only where Revise Wealth is properly registered or exempt from registration.
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