Advocacy is at the core of our organization as we believe this to be a key component in the future role that advisors play in the financial services model. The purpose of our advocacy initiative is to lower advisor’s costs of doing business and improve advisors service offerings. These enhancements to efficiency and productivity will then flow down to investors allowing them to benefit from these improvements. Advisor Insights, Advisor Support and The Advisor Network are the free platforms we have developed to accomplish this vision.
The role that adivsors play in this initiative is to simply use the free resources that are avaialble. No costs, no committments, no complication. Visit www.revisorpartners.com/revisor-portal to take advantage of our advocacy initiative. If you have questions feel free to call us at 440-786-6110 or send us an email at advocacy@revisorpartners.com.
Landon Jones, MBA, CFP®
Landon started his career as a financial advisor with Prudential Financial in 2002. After three years at Prudential, he founded LRJ Wealth Management, a comprehensive financial planning, and asset management firm. The vision to launch REVISOR started in 2013 as a passion grew to solve all of the problems that...
Ethan Dunbar, COO/Investment Analyst
COO/Investment Analyst Ethan joined the REVISOR team in May of 2016. Ethan holds a Bachelor's degree from The University of Richmond. Before joining Revisor Ethan played tennis professionally on the ATP tour. Ethan is currently pursuing his CFA Charter and has successfully passed level 1 of the curriculum.
Bernie McKinney, CPA
Bernie Received his accounting degree from Cleveland State University. He has been a practicing CPA for over 30 years and provides comprehensive tax and financial planning services to his small business owner clientele. Bernie enjoys playing golf and spending time with his family in his free time.
Justin Baker, CFA
Justin Baker is a Vice President within the Valuation & Advisory Services practice at CBRE, where he performs valuation and consulting assignments related to a broad range of commercial real estate assets for clients including banks, pension funds, insurance companies, and REITs. Prior to CBRE, he was a real estate...
Third-party manager platforms (TAMP's) have historically been very restrictive and overpriced! Most advisors have client accounts that the third-party manager can't handle (smaller accounts or accounts that need specific attention). This inflexible structure causes advisors major operational problems and costs inefficiencies. For third-party managers to provide meaningful value these problems needed to be solved and the pricing structure had to come down significantly!
Our research shows that third-party model managers charge an average fee of 45 bps and the average advisor can operate the investment management process internally for approximately 25 bps. The pricing for investment outsourcing services simply had to come down to 25 bps or lower. In order to make this a reality we built an innovative process and distribution system that eliminates layers of management fees and trading expenses. We call this revolutionary platform Smart Models TM We believe that this is the first step in pushing the industry forward and promoting additional innovation. Take a look below at the typical 3 layered model management structure (micro, mid-level, and macro) vs. our revised process.
In addition to our revolutionary product design, we build AWESOME portfolios! We use Bloomberg's world-class technology to build custom portfolio's for advisors. With complete flexibility, a significant cost reduction and industry-leading customer service we blow the competition out of the water!
Research and Analytics delivery is the "grey area" of investment services. The reason for this is that there is a very large percentage of financial advisors that don't want to give complete control of their client's investment accounts to a TAMP but many need support services to manage their client's accounts efficiently. The most common example of this is advisors needing information to build and maintain their own model portfolios in a time-efficient manner. There are plenty of TAMP options available (too many) but it seems like this "grey area" of research and analytics delivery has been neglected. The reason for neglect can be argued but our belief is that research firms have never developed a scalable/profitable model to deliver this information to advisors. This problem needed to be solved so we devoted time and resources to this project and developed a revolutionary research and analytics platform! An innovative, customized, and flexible solution powered by Bloomberg technology.
What exactly is a Unified Managed Account (UMA)? This is a hard question to get answered but when we finally did we were fascinated! We were fascinated because of how fundamentally simple the answer was and because major improvements were needed in this space. We had a vision for a new UMA system, one that made sense, one that advisors could be proud of and that their clients would greatly benefit from. The revolutionary changes we made to the UMA process were very similar to what we were able to accomplish in the model management process. Through an innovative distribution strategy, we eliminated layers of management fees and trading expenses. Take a look below at the typical 3 layered UMA structure (micro, mid-level, and macro) vs. our revised process.
In addition to our revolutionary product design, we build AWESOME portfolios! We use Bloomberg's world-class technology to build custom portfolio's for advisors. With complete flexibility, a significant cost reduction and industry-leading customer service we blow the competition out of the water!
It is EXTREMELY inefficient for every advisor to re-create all of the processes needed to efficiently run an advisory firm. This very simple concept is extremely important and often overlooked. The challenge in the past has been that affiliation options offered by aggregator/roll-up firms have been restrictive, lacked substance and were WAY too expensive. A dynamic and innovative affiliation option was desperately needed so we created one! We call it "The Modern AdvisorTM". Unlike options from the past, our revolutionary platform gives advisors FLEXIBLE access to all of our resources and processes at equal or lesser cost than re-creating them internally. This win-win relationship literally creates time out of thin air! We take the time to teach advisors how all of this works and determine if affiliation makes sense. We are bringing honesty, transparency, and customer service back into style!
Advisors have the capability to use any combination of services they desire. It is very difficult to understand what all of this means unless you see it in action. We strongly encourage you to take our platform for a test drive and see how all of this comes together in "real life"
Human beings have always used tools to become a more productive species. The wheel, the electric motor, and the computer have allowed us to be the dominant species on planet earth. Software applications are one of our modern-day tools and they have the POTENTIAL to enhance human productivity exponentially. A huge problem needed to be solved in order for this potential to become a reality. This software problem was related to the configuration and usability of software by the average person/advisor. The software industry assumes that financial advisors can choose between WAY too many options, Integrate the chosen option into our current suite of software applications and configure this software to work exactly the way we need it to. If only it were that easy. Well, now it is. A software revolution has begun! We call it The REVISOR Software InititiveTM
Our initial objective in the technology space was to create a revolutionary software solution for advisors that would act as the backbone of their IT infrastructure and cybersecurity plan. Let us introduce you to Modern IT TM
Cloud-based software applications, phone systems, etc... have drastically changed the IT structure of advisory firms and the need for services from a local IT company. The reality is that these changes require IT companies to drastically change their business models to meet our needs and they are very reluctant to make these changes as they typically result in less revenue generated per client. We evaluated data, crunched numbers, and came to the conclusion that the current cost structure for IT support services was not sustainable and the cost had to come down. We set out on a mission to solve this problem and The Modern IT TM platform was born! This solution is simple, easy to implement, and is offered at a 10x cost reduction. Simplicity is the ultimate sophistication!
We live in a very noisy world! The amount of information that is available to us on a daily basis is absolutely astonishing. When reading the plethora of information regarding advisor independence it is easy to come to the conclusion that consolidation is inevitable and that if you're not part of a large organization you won't be able to compete. This could not be further from the truth! With shared office spaces, cloud-based software systems and a paperless infrastructure, it has never been easier and more efficient to break away and start your own firm. We can show you the way. In recent years, we have seen a mass exodus of advisors from large organizations to start their own firms. A large percentage of these advisors used a break-away service or affiliation model to make their lives easier during this huge undertaking. We discovered major problems with the current break-away options and started a project to innovate this space! In the end, we built a revolutionary break-away platform that we call The Independent AdvisorTM . This game-changing platform gives advisors exactly what they want, with complete flexibility, at a fair price, and with world-class customer service!
Advisors that our Independent Advisor TM service are not required to affiliate with us afterward! We charge a fair/transparent consulting fee and advisors can do as they please after their firm is established. What makes this a revolutionary service is our flexible structure and the fact that all advisors and their staff are taught our world-class methods and processes! There has been A LOT of garbage services offered to advisors over the years, we thought it was time to take the garbage out:)