Investment Management

Discover all that Revalue can do for you. Revalue's comprehensive Investment Management services do the most to ensure your peace of mind, while also doing right by the world. Whether you're interested in community impact investing, ESG investing in the public markets, or a bit of both, we can meet you where you are. First time investors and multi-generational inheritors have a place in our socioeconomically inclusive community. As a Certified B Corporation, our mission is expressed in a variety of ways. For example, to help eliminate the wealth gap, we do not have account minimums.

We have designed our investment management services to give you maximum flexibility.
Clients get a mission-forward Investment Policy Statement, financial consulting, education, peer-to-peer connection, and access to investment research, portfolio management, performance reporting, and coordination with other professionals on your team.

Looking for help right now?

We have big love for our growing community, and are therefore taking time and space for the remainder of 2023 so we can develop deeper relationships with our existing clients.
During this time, we are exploring how well our systems function under immense growth,
as we excitedly look to the future and a vision that can take us there.

If you need personalized services and are interested in joining us in the future,
please complete this form to be contacted when we begin again in 2024.
If you need immediate support or advice, please contact us for referrals to like-minded peers.

Revalue is still engaging family offices and organizations who are
engaging in change-making impact investments during our retail sales pause.
We are open to a conversation about your interests and how we might help.
Please submit an inquiry so we can explore your needs.

Interested in knowing more? Check out our Client Brochure (Form ADV),
which details our backgrounds, services, and fees. Our fees are also detailed in this standalone document.

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