Overview
The Adviser is an investment adviser its principal place of business is in New York, NY. The
Adviser commenced operations as a Registered Investment Adviser on March 21, 2014 and
has been registered with the State of Ohio since March 21, 2014. The Adviser filed as an SEC
registered adviser in 2017. Revere Investment Holdings LLC is the Parent Company of the
Adviser. The officers of the company are as follows:
William F. Moreno CEO, CFO, Managing Member
Scott H. Fullman – President, Chief Compliance Officer
The Adviser provides investment advisory services both on a discretionary and non-
discretionary basis to its clients, which include individuals and institutions with separately
managed accounts and pooled investment vehicles intended for sophisticated investors and
institutional investors. The Adviser limits its advice to investments in fixed-income securities,
equity and equity-related securities, exchange traded funds, mutual funds, and money market
funds. The Adviser utilizes a fundamental investment approach that emphasizes research and
business valuation. We focus on the individual characteristics of each investment portfolio.
To determine a company’s upside potential and downside protection, we perform a review
that includes analysis of historical and account profitability,
liquidity, leverage, and asset
management.
The Adviser provides advice to client accounts based on specific investments objectives and
strategies. Under Certain circumstances, the Adviser may agree to tailor advisory services to
the individual needs of clients. Currently, the Adviser tailors its advisory services according
to a client’s investment objectives, risk tolerance, age (if applicable), investment time horizon
and personal preferences. For example, a client may refuse to purchase tobacco-related
securities or automotive-related securities.
The Adviser does participate in wrap-fee program. Please refer to the wrap brochure for
additional information.
On August 16, 2021, Revere Wealth Management LLC became the sub-advisor/portfolio
manager of the Revere Sector Opportunity ETF, which trades on the New York Stock
Exchange, under the symbol “RSPY.” RSPY uses technical and macro analysis to manage
this fund. On July 27, 2023, Revere Wealth Management LLC decided to close down the
RSPY.
As of March 24, Revere Wealth Management LLC has 101 client accounts under
management, with total assets of approximately $76.8 million.
Information about the Adviser is publicly available via the U.S. Securities & Exchange
Commission’s website at:
http://www.sec.gov/investor/brokers.htm