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®

Blue Chip
Growth & Income

High-yield stocks and ETFs + Grotection®

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

Intern Analyst

Email: Ted@RevereAsset.com

Twitter: @TedHZhang

Michael Ramos

Analyst

Email: Michael@RevereAsset.com

Twitter: @Thucydides

Miral Bhakta

Office Manager

Email: Miral@RevereAsset.com

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Ted Zhang

Intern Analyst

Ted@RevereAsset.com

Ted is a Senior at the College of William and Mary studying biology with a focus in bioengineering and molecular biology. He had intended on becoming a maxillofacial surgeon and is currently researching CRISPR and genetic engineering.

However, a few years ago he was introduced to investing and trading: that seized his attention! Since then, Ted spends every free moment studying markets and reading trading books of Legends including William O’Neil, Mark Minervini, Stan Weinstein and Jesse Livermore. He also studies and tracks notable hedge fund managers Ray Dalio, Paul Tudor Jones, and Stanley Druckenmiller.

Ted has already interned for TraderLion, a stock trading education company, under the supervision of William O’Neil protege Ross Haber critiquing the stock trading courses as well as its Private Access Market service. He synthesized module quizzes and picked charts for Stan Weinstein’s Masterclass reflecting the Stage Analysis framework. Ted is focused on Technical Analysis, Trend Following and the CANSLIM method in equities to identify and select the next market leaders while monitoring the macro, monetary, and fiscal environments affecting overall market trend. He is experienced using MarketSmith, Deepvue and ThinkorSwim (TOS) charting software.

Although accepted into Columbia and other top dental schools, Ted has made the formal decision to join Revere as a full-time Research Analyst upon graduation to pursue his passion for money management. After graduation, he intends to study for the CFA and CMT designations to expand his knowledge in finance and portfolio management.

Outside of the markets, Ted loves playing and watching soccer. His high school team was a 2X Virginia State Champions making an appearance at the National Championships. To this day, he is still active in competitive soccer clubs in college. Ted is active in the community serving as Director of Steer Clear, an Uber-like free ride service for students and volunteers at Lackey Clinic.

If you would like to learn more about Ted, reach out to him at Ted@RevereAsset.com