Revere: Investor-Focused Asset Management

Grow Your Money With Confidence

Revere Asset Management is an independent Registered Investment Advisor (RIA) focused on helping investors grow their wealth through active, rules-based investment strategies.

Revere offers multiple investment strategies to fit the needs of investors with any size portfolio. No matter which option you choose, your money is protected with a rules-based sell strategy that limits exposure during a market correction.

Investment strategies for portfolios of all sizes

Core portfolios Hybrid portfolios

Grotection®

Active management for growth + downside protection

Robotection®

Diversified ETF strategy for smaller portfolios

RoboPlus

A blend of Grotection and Robotection®

Options Overlay

Grotection® + Options Overlay

Leadership

Dan Stewart, CFA®

President

Chief Compliance Officer

Email: Dan@RevereAsset.com

Twitter: @1dannystewart

Don Vandenbord

Chief Investment Officer

Senior Portfolio Manager

Email: Don@RevereAsset.com

Twitter: @dvandenbord

Ted Zhang

Analyst/Associate PM

Email: Ted@RevereAsset.com

Twitter: @TedHZhang

Connor Bates

Analyst/Associate PM

Email: Connor@RevereAsset.com

Twitter: @ConnorBates_

Miral Bhakta

Office Manager

Email: Miral@RevereAsset.com

Todd Thomas

Advisor/Portfolio Manager

Email: Todd@RevereAsset.com

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Todd Thomas

Advisor/Portfolio Manager

Todd@RevereAsset.com

Todd Thomas is a Portfolio Manager experienced in engineering growth stock portfolios coupled with risk management, as well as providing comprehensive wealth management services to affluent business owners and families using his CPA & CFP backgrounds.

Todd Graduated Cum Laude from Alfred University in 1992 receiving his BS in Accounting and Management Information Systems. His career began at the Big 6 Accounting Firm of KPMG Peat Marwick in Rochester, NY where he was hired as an Auditor and conducted individual and corporate tax services.

Two years later, Todd put his skills to use in a different arena. He moved to West Palm Beach, FL to work for Olde Discount Brokers, learning all the nuances of the stockbroker profession. Shortly after joining, he became a managing broker responsible for leading a team of five team members.

To further advance his financial career, he joined Tradestation Securities Inc. where he was the Head of Institutional Sales and focused on assisting high net worth clients and institutions in short-term strategies and large block trade executions. In April of 2000, Todd ventured out on his own and co-founded the Quartz Fund, LP, an equity-based trading hedge fund he co-managed successfully producing positive returns during the “Lost Decade” and producing positive returns during the Great Financial Crisis.

Not long after the creation of the Quartz Fund, he co-founded B&T Securities Inc. where he was responsible for the oversight of the firm’s regulatory, financial, and operational structure. In 2013, Todd joined Lawless, Edwards and Warren as an Advisor and helped diversify their wealth management services by providing research and technical support for individual equities, especially growth stocks.

Todd’s primary focus had evolved into CANSLIM® style stock investing methodologies when he discovered Revere Asset Management’s Grotection® hybrid growth stock & ETF approach. After determining Grotection® was a superior way of managing assets as an all-weather portfolio paired with their Fiduciary fee structure, Todd decided to join Revere as an Associate Portfolio Manager. His evolution from CPA to broker to Fiduciary Advisor is complete and Todd has found a Home at Revere.

Todd and his wife Meg, with their three children Todd Jr, Shane, and Lauren reside in Boca Raton, FL.