Overview
Revere Asset Management, Inc. DBA Revere Asset, formerly NorAm Asset Management, Inc. is located in
Dallas, Texas and has been servicing clients since 2010. Revere Asset Management, Inc. is owned by
Daniel Stewart, President, Chief Executive Officer and Chief Compliance Officer and Donald Vandenbord,
Chief Investment Officer and Senior Portfolio Manager.
Revere Asset Management, Inc. (referred to as “RAM”, “Revere Asset”, “the Firm” or “We”) is a Registered
Investment Advisor providing financial and investment advice to our clients. We provide services inherent
in the financial services industry and we are committed to complete transparency. Further, we are not
brokers and we do not sell securities for commission, and we do not accept fees or commissions from
sellers of securities that we may acquire on behalf of our clients. We represent only our clients.
Advisory Services
We provide investment advisory and consulting services to individuals, trusts, estates, pension and profit-
sharing plans and charitable organizations. Investment advice and portfolio management services are
provided on a continuing basis which includes the appropriate allocation of managed assets among cash,
stocks, mutual funds and bonds. We may recommend other advisors as stated below and in Item 10. This
selection of specific securities which will provide proper diversification and help meet the client’s
stated
investment objectives. Our Advisory Services are tailored to handle all market conditions to help the client
meet their specific needs and goals.
When we provide investment advice regarding your r retirement accounts, we are fiduciaries within the
meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as
applicable, which are laws governing retirement accounts. The way we make money can create conflicts
of interest, so we operate under a special rule that requires us to act in your best interest. Under this special
rule’s provisions, we must:
• Meet a professional standard of care when making investment recommendations (give prudent
advice);
• Never put our financial interests ahead of yours when making recommendations (give loyal
advice);
• Avoid misleading statements about conflicts of interest, fees, and investments;
• Follow policies and procedures designed to ensure that we give advice that is in your best
interest;
• Charge no more than is reasonable for our services; and
• Give you basic information about conflicts of interest.
We do not participate in Wrap Fee Programs. The firm does not accept accounts unless the clients grant
limited discretionary authority in line with being a fiduciary.
Our assets under management as of May 28, 2024, are $ 156,569,026, managed on a discretionary basis