Revise Capital LLC

Revise Capital LLC is a registered investment advisor based in Brookfield, Wisconsin, founded in 2023 and led by Mark Flatow. Revise Capital provides ongoing portfolio management services tailored to each client's individual goals, time horizon, and risk tolerance. The firm creates an investment policy statement for every client and requires discretionary authority to buy and sell securities on their behalf without prior consultation for each trade. Revise Capital limits its investment advice primarily to mutual funds, fixed income securities, real estate funds including real estate investment trusts, equities, exchange-traded funds, inflation-linked bonds, non-United States securities, and private placements. Revise Capital generally serves high net worth individuals. The firm utilizes various analysis methods including charting, cyclical, fundamental, modern portfolio theory, quantitative, and technical analysis, and employs long-term trading, short-term trading, margin transactions, and options strategies. Revise Capital operates as a fiduciary, legally required to act in your best interest when managing retirement accounts and individual retirement accounts.