The Revere Asset Management team combines decades of investment experience, hard work, internal research coupled with outside “buy side” research. Revere’s strength lies in our precise application of both fundamental and technical analysis with a strict, rules based sell discipline. A must in today’s economic and geopolitical world.
Revere is a Registered Investment Advisor providing financial and investment advice to our clients. We provide services void of the traditional conflicts inherent in the financial services industry and we are committed to complete transparency. Further, we are not brokers and we do not sell securities that we originate nor we do not accept fees or commissions from sellers of securities that we may acquire on behalf of our clients. We only represent our clients.
Dan Stewart, CFA® (Chartered Financial Analyst Designation®)
President of Revere Asset Management, Inc.
Mr. Stewart, a native of San Antonio, Texas, is married with 3 children. Dan is President of Revere Asset Management and has been providing financial services and portfolio management for over twenty years. Prior to joining Revere Asset Management, Dan advised on investment portfolios exceeding $200M. He is also well versed in comprehensive planning including corporate, individual, and estate planning.
Dan joined the NorAm Capital team in 2010 to create and manage their Private Wealth Management firm, this eventually lead Dan to buy the business and rename it to Revere Asset Management.
He graduated from The University of Texas with concentrations in Finance and Accounting. Dan has passed the CPA examination and subsequently earned his CFA® Charter.
Dan played NCAA tennis on a full scholarship at Vanderbilt University. He played professional tennis on the United States and European circuit and was then the Head Tennis Professional at both the Retama Polo & Tennis Club and Thousand Oaks Indoor/Outdoor Racquet Club, in San Antonio, Texas.
For any questions about portfolio management or financial planning, please contact Dan at 855-REAL WEALTH (855-732-5932) or email firstname.lastname@example.org.
Chief Investment Strategist for Revere Asset Management, Inc.
Prior to joining Revere Asset Management, Tim was the Director of Investor Education for Investors Business Daily (“IBD”). IBD Chairman and Founder William J. O’Neal personally hired Tim from The US Marines Corps.
Mr. Reazor left the Marine Corps as a Marine Major Select. He is a decorated helicopter pilot who completed three deployments in support of Operation Iraqi Freedom. Notably, Tim is a graduate of the Marine Expeditionary Warfare School and Survival Evasion Resistance and Escape School (“SERE”), a significant achievement. Additionally, his experience includes serving as an Operational Risk Management Officer and Aviation Safety Officer.
Tim’s military and aviation service proved invaluable when he joined IBD. As Director, his responsibilities included directing the world’s largest investor education group. Investment research and investment skills were at the very core of of this group.
Mr. Reazor also led IBD’s relationship development team, establishing working and profitable relationships with other senior financial community leaders including Charles Schwab, OptionsMonster, TradeMonster, opitonsAnimal, OptionsXpress, and E*Trade. His program also developed educators who taught worldwide.
His investment philosophies have evolved from his extraordinary experiences. For Tim, good financial guidance is grounded in rigorous entry and exit planning, very similar to his decorated combat flying skills.
He earned his Bachelor of Science in International Marketing at Juniata College in Huntingdon, PA where he founded the Juniata College Investment Club. He attended Cheltenham Glouster College of Higher Education in Cheltenham, England.
Always willing to talk about great coffee, how price and volume matter most in stocks, the mighty CH-46E helicopter or his beloved pal Isaac T. Dogg, Tim is always ready for an engaging and memorable conversation.
To contact Tim directly about how his exceptional skills will allow you reach your investment goals, or for any questions about portfolio management or financial planning, please call 855-REAL WEALTH (855-732-5932) or email email@example.com.
Portfolio Manager for Revere Asset Management, Inc.
Don was born and raised in Jim Thorpe, a small town in eastern Pennsylvania that is the final resting place and namesake of the legendary athlete.
Upon graduation from Marian High School, Don earned a full Bell and Howell Education Group scholarship to the DeVry Institute of Technology (Columbus, OH) to study Computer Information Systems.
After graduating with honors, Don moved to Jacksonville, FL, to begin his career in Information Technology, starting as a developer/analyst. Over two decades, Don gained in-depth knowledge of various financial applications, and progressed through the ranks to become director of web, voice, and print applications.
During this time, Don became enamored with the financial markets, and began an in-depth study of the investing techniques of various market masters. Don was particularly drawn to the disciplined trend-following approach of William O’Neil, which focuses on the common characteristics of the market’s strongest stocks.
Don left the IT field in 2013 and founded GROTECTION, INC, a market research and investing firm.
The term “GROTECTION®” summarizes what Don feels is the optimal investing approach to the markets:
- During uptrends, actively participate in the leading stocks to GROW capital
- During downtrends, actively employ disciplined capital PROTECTION techniques
Don also manages a ROBOTECTION® portfolio, which enhances the passive asset allocation models made popular by ROBO-advisors by employing active capital PROTECTION techniques during downtrends.
Don is married with three children, and currently resides in St. Augustine Beach, FL. Don is an avid football fan, and enjoys relaxing on the beach.
To contact Don directly about how to reach your investment goals, or for any questions about investing, portfolio management or financial planning, please call 855-REAL WEALTH (855-732-5932) or email firstname.lastname@example.org.