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How We Serve You

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Many advisors take client service for granted. At Reveille, the client is at the center of what we do and service is our highest priority.

We work hand in hand with your attorneys, accountants, and other advisors to ensure you receive the comprehensive support you deserve; and we have a dedicated client service manager and service team to handle your day to day needs.

We take pride in handling the small things with the utmost care.

“He who is faithful in what is least is faithful also in much.”

Clients We Serve

Private Clients

For true financial well-being, you should feel secure in where you are and sure of how well you’ve planned for the future. We can help you get there. Through customized wealth management and financial planning, we partner with you to tackle everyday challenges and major milestones.

Client Types

  • Families & Individuals

  • Retirees

  • Business Owners

  • Corporate Executives

Services

  • Financial Planning

  • Investment management utilizing our Rules Based Investment Discipline (RBID)

  • Robust client service

  • Ongoing communication and updates on your progress towards your goals

Corporate Retirement Plans

Whether you’re looking for assistance in overseeing your current plan or implementing a new one, our team offers the attention and resources to guide you through every step, helping you distinguish among seemingly endless investment options, stay current with regulations and fiduciary responsibilities, as well as educate plan participants on their options. We aim to serve as a seamless extension of your office, providing the support necessary to allow your leaders to focus on growing and advancing your business.

Plan Types

  • 401(k) Plans

  • 401(k) Profit Sharing Plans

  • Simplified Employee Pensions (SEPs)

  • SIMPLE IRAs

  • Safe-Harbor 401(k) Plans

  • Owner Only/One-Person 401(k) Plans

  • Profit Sharing Plans

  • Age-Weighted/Comparability Profit Sharing Plans

  • Defined Benefit Pensions

  • Third-Party Administration (TPA) Partnership

Services

  • Plan design

  • Record keeping

  • Fiduciary oversight

  • Benchmark analysis

Institutions

The challenges presented to institutions are unique. From distribution requirements and an elevated focus on risk management, to potential investment restrictions or legal/governmental concerns, the complexity involved requires an experienced team. We work closely with the stewards of those assets, counselling the board of directors on creating an investment policy, and managing their assets to help achieve their objectives.

Client Types

  • Foundations

  • Endowments

  • Municipalities

  • Pension Plans

  • Supplemental Health Benefit Plans

  • Operating Reserve Pools

Services

  • IPS creation and monitoring

  • Strategic and tactical asset allocation

  • Investment vehicle evaluation and selection

  • Customized performance reporting

  • Manager studies and research

  • Portfolio level Monte Carlo simulations

  • OFAC compliance

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