Every advisor can manage portfolios one account at a time. The problem starts when you have a hundred accounts. Or a thousand. The math is simple—the execution is not.
At scale, every portfolio decision — a model change, a rebalance, a cash raise — has to flow through every client account simultaneously. Different custodians. Different tax situations. Clients with concentrated positions they can't sell. Clients depositing monthly. Clients in drawdown mode pulling $10,000 every quarter. Each of these requires its own logic, its own rules, its own safeguards.
Most independent advisors have the investment knowledge to make the right decisions. What they don't have is the infrastructure to execute those decisions across their entire client base without creating tax problems, missing trades, or letting cash pile up in accounts that should be invested.
The result? The strategy and the portfolio drift apart. A firm might have the right model on paper and accounts that look nothing like it in practice — because they simply couldn't get through all the trades before conditions changed again. We've seen firms that followed a third-party model portfolio for years but never actually executed the trades at scale. They had the right idea. They just couldn't get it done. Their clients paid the price.
Revisor's approach to portfolio management is built around two things that most platforms separate: the investment decision and the operational execution. We combine them.
Revisor Trading Logic
At the core of our portfolio management service is a proprietary trading process we apply to every firm we work with. Before we execute a single trade, we work account by account — sometimes household by household — to map out the rules that govern how each portfolio gets managed. How do we handle positions that can't be sold? How do we manage cash coming in and going out? How do we rebalance without triggering unnecessary gains? How do we make sure the strategy in the model actually shows up in client accounts? Once that logic is applied, we can execute globally. A model change that used to take weeks of manual work — account by account, custodian by custodian — happens cleanly and consistently across your entire client base.
.Paired with Institutional Tools
Our trading logic works across the major portfolio management platforms — Orion, Addepar, Black Diamond, and Tamarack — which means we bring our process to your existing infrastructure. The secret sauce isn't the software. It's knowing how to apply the right logic inside of it.
The Result
Your portfolios reflect your strategy. Your clients' cash stays invested. Your trades don't create surprises at tax time. And none of that requires you to become a portfolio operations expert.
Revisor's portfolio management offering scales with your needs. Choose the level that fits your practice.
You have your own investment process and model portfolios. You just need the operational infrastructure to execute at scale — without building it yourself. We handle all trading, rebalancing, cash management, billing, and performance reporting. RevFlow is included. You keep complete control over every investment decision.
You don't want to spend your time running an investment committee or building model portfolios from scratch. You want access to a fully developed investment platform — strategies, research, proposals, and execution — so you can spend your time on client relationships and business development.
You have views on markets, preferences around strategy, and clients who expect you to be the investment expert. Co-CIO gives you a seat at the Revisor investment committee table — recurring joint meetings, collaborative strategy development, and execution that reflects your combined perspective.
BPS
When you engage Revisor at the O-CIO or Co-CIO level, you gain access to one of the most extensive libraries of separately managed account strategies available to independent advisors — all built and maintained by Revisor's investment team.
Over 200 individual portfolio sleeves across every major asset class and investment style. Mix and match to build client portfolios, or use our pre-built allocation series.
From broad passive ETFs to high-conviction active strategies, dividend-focused portfolios, low-volatility strategies, sector-specific allocations, ESG screens, and faith-based investing options.
Developed and emerging market exposure through individual stock strategies and ETFs, including ESG-screened international options.
Conservative to aggressive fixed income strategies, municipal bonds, floating rate, and TIPS.
Including the Revisor Crypto Portfolio, covered call income strategies, cannabis sector, blockchain, metaverse, and Dave Ramsey allocation methodology.
Complete multi-asset allocation series across 10 risk profiles (10/90 through 100/0), available in Taxable ETF, Actively Passive ETF, Dividend, Dividend Aristocrat, Low Volatility, ESG & Clean Energy, Defensive, Passive, Blend, Dave Ramsey, and Active Tactical Allocator formats.
In addition to Revisor's own strategies, clients have access to institutional-grade third-party managers available through the platform, including Park City Investment Solutions, Shaker Investments, Zacks Investment Management, Capital Group, and Lineweaver Wealth Advisors.
For firms that want to build and launch their own SMA strategies, Revisor's Smart UMA platform provides the infrastructure to create, manage, and trade custom models — without building or maintaining any of the backend systems yourself.
Bonds and other conservative assets are typically allocated first to tax-deferred accounts, second to taxable accounts, and last to tax-exempt accounts
Equities and other high growth assets are typically allocated first to tax-exempt accounts, second to taxable accounts, and last to tax-deferred accounts
The end result is a higher after-tax return with less money shared with the taxing entity
The traditional TAMP model — using a third-party asset manager alongside your platform and fund expenses — typically runs around 100 basis points in total. Revisor's all-in model typically costs 20–25 basis points. That's roughly a 4x cost reduction — without sacrificing institutional-quality investment management, trading infrastructure, or client reporting. For a $200M practice, that difference is meaningful. For your clients, it means more of their money stays invested.
Chad Roope, CFA - CIO, Lineweaver Wealth Advisors (1 Billion+ AUM)
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