Revise Capital LLC

Revise Capital LLC offers ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. Revise Capital creates an Investment Policy Statement for each client, outlining their current situation and constructing a plan to aid in the selection of a portfolio that matches their specific situation. Revise Capital generally limits its investment advice to mutual funds, fixed income securities, real estate funds (including REITs), equities, ETFs (including ETFs in the gold and precious metal sectors), treasury inflation protected/inflation linked bonds, non-U.S. securities and private placements.