Revisor

Revisor Flexible outsourced asset management and complete back-office solutions for Financial Planners, Hybrid Advisors and CPAs.

A unique and customizable solution that grows with the needs and goals of each individual who partners with REVISOR. Scalabe and sustainable in its module based system, REVISOR offers investment management, technology and consulting solutions that are never one-size-fits all. Our partners are never forced to select something that they do no want or need and they will never be provided a solution w

ithout 100% hands on implementation from start to finish. From building customized portfolios, to implementing the entire technology integration, to training your team and coaching them on utilizing the full capabilities of our best-of-breed based platform, REVISOR is a partner every step of the way. Our Philosophy

Revisor is an innovative investment outsourcing option for Financial Planning organizations and CPA firms that are looking to delegate all or some of their investment management process to a trusted business partner. We offer a fully customizable and flexible solution for our clients in the areas of model portfolio construction and outsourcing parameters. Flexible Asset Management Solutions

Fully customizable, flexible portfolio solutions and investment management. What is unique is our modular approach to serving the needs of our clients, so that nothing is "one-size-fits-all." Comprehensive Technology Integrations

Our scalable technology platform incorporates investment management software, back office administrative tools, marketing and operations technologies and industry specific workflows and templates for a streamlined marketing and operations process. Hands-On Implementation and Ongoing Consulting

We offer our partners unparalleled training and support during the setup process. Once your REVISOR partnership has been implemented we continue to advise, consult and coach our partners on best practices, new innovations, improved operations/marketing solutions and successful investing strategy.

Geopolitical events can create short-term market volatility, but history offers important perspective.Over the past seve...
03/05/2026

Geopolitical events can create short-term market volatility, but history offers important perspective.

Over the past several decades, markets have navigated wars, crises, and global shocks — yet long-term investors who stayed disciplined have often been rewarded.

Swipe through for a quick look at how markets have historically responded to geopolitical shocks.

Comment for a more in depth document, happy to share!



Disclosure: This content is for informational purposes only and should not be considered investment advice. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal.

02/24/2026

The Weekly Rebalance recap 💸

The Top 10 stocks in the S&P 500 dominated the headlines.

But will they dominate returns?

Concentration is near historic highs.

Valuations aren’t cheap.

And market leadership may be shifting.

In this video, we break down:
• Are the Top 10 positioned to outperform again?
• What history says about narrow market leadership
• What investors should watch next

Because when everyone owns the same trades… risk hides in plain sight.

Watch or listen here:
• Spotify: https://lnkd.in/eSTx_3Rz

• Apple Podcasts: https://lnkd.in/e-BvA2Qc

• YouTube: https://lnkd.in/eiztE6sX



This content is for informational purposes only and does not constitute personalized investment advice.

02/16/2026

📈 Everyone’s focused on the biggest AI names.
But what about the opportunities beyond the top 10?

In this episode of The Weekly Rebalance, we break down valuation, broader participation in AI, and how to think about exposure without chasing momentum.

🎧 Listen / Watch here:
• Spotify: https://lnkd.in/eSTx_3Rz

• Apple Podcasts: https://lnkd.in/e-BvA2Qc

• YouTube: https://lnkd.in/eiztE6sX

What’s your view - concentrated exposure or broader diversification?

Educational content only. Not investment advice.

01/29/2026

When Trump said he wanted to buy Greenland…
markets blinked 👀📉

This episode explains:
• why the headline mattered (briefly)
• how markets processed it
• and why reactions like this usually fade fast

Context > chaos.
🎥 From the Weekly Rebalance

01/12/2026

When pizza orders start trending as a market signal… 🍕

Noise moves fast. Process matters more.

This week’s Weekly Rebalance cuts through it. What moved, what didn’t, and how portfolios were adjusted.

🎧 Spotify: https://lnkd.in/ew9gnMrn
🎧 Apple Podcasts: https://lnkd.in/e-BvA2Qc
🎥 YouTube: https://lnkd.in/edFPkNSZ

Dm us if you would like to join the newsletter!

No one really wants to talk about inheritance taxes.But avoiding the conversation doesn’t make the problem go away.If yo...
12/18/2025

No one really wants to talk about inheritance taxes.
But avoiding the conversation doesn’t make the problem go away.

If you have family, assets, or people you care about, this is one of those topics that’s uncomfortable now, and expensive later.

We put together a calm, practical guide to inheritance tax that cuts through fear and jargon.

No scare tactics. No legal gymnastics. Just clear steps families can actually understand and use.

This isn’t about being “wealthy.”
It’s about being prepared.

If you find this topic interesting, take a look and let us know what you think!

🔗 Read the full guide here: https://revisorwealth.com/how-to-avoid-inheritance-tax-a-calm-practical-guide-for-families/

12/17/2025

Bitcoin pulled back.
Gold pushed higher.
Why?

If you’re looking for a quick refresher on how we think about the debasement trade, shifting correlations, and what actually drives these moves, this past episode of The Weekly Rebalance is worth revisiting.

🎧 Catch the episode here (This clip is from Ep.13): https://lnkd.in/g5c4u3Ts

And keep your eyes peeled, this week’s episode drops soon! 👀

12/11/2025

New episode? Yes.

But last week’s conversation with Ethan and Nick still deserves a replay.

They unpacked trends, risks, and shifts that advisors should be carrying into every client conversation this week.

If you missed it, this is your friendly nudge, go watch what everyone was talking about.

Youtube, Spotify & Apple Podcasts ‼️

’tMissThis

12/05/2025

🚨 Episode 13 is live - The Weekly Rebalance with Ethan Dunbar, CFA and Nicholas Cargill

Markets are moving, narratives are shifting, and the real signal is in what’s underneath the headlines. In Episode 13, we break down what’s driving this rally, what to watch next, and how to stay positioned with a clear, disciplined process.

🎧 Catch it here:

• Spotify: https://open.spotify.com/episode/4SwXM1v4faCI94tWKXQ2ch?si=x111QJUISzGby6lU5bnytw

• Apple Podcasts: https://podcasts.apple.com/gb/podcast/the-weekly-rebalance-13-markets-rally-bitcoin-pulls/id1846370048?i=1000739592220

• YouTube: https://youtu.be/Upw0Qvo4mS4

👇 What’s your take? Is this momentum real, or just noise?

📈 The Weekly Rebalance — Value’s Rebound, Gold’s Surge & What’s Driving VolatilityThis week, Ethan and Nick break down t...
11/28/2025

📈 The Weekly Rebalance — Value’s Rebound, Gold’s Surge & What’s Driving Volatility

This week, Ethan and Nick break down the recent market volatility, the rebound in value stocks, and why gold is surging while Bitcoin has given back its gains. They unpack the “debasement trade,” shifting cross-asset correlations, and what these moves may signal as we head into 2026.

Plus — a quick round of market trivia to close things out.

🎧 Listen to The Weekly Rebalance:
Spotify: https://spotifycreators-web.app.link/e/3AECDkOXqYb

Apple Podcasts: https://podcasts.apple.com/gb/podcast/the-weekly-rebalance/id1846370048

YouTube: https://youtu.be/ydft7gDvp-E

11/25/2025

🔥 Have you checked out The Weekly Rebalance yet?

Our weekly podcast is where Ethan Dunbar, CFA and Nicholas Cargill break down the markets, simplify the noise, and share the insights that actually matter.

We created it to help investors stay informed, think clearly, and make smarter decisions... without the hype.

If you want a quick, clear pulse on what’s moving the world of finance, this is where to start.

🎧 Watch or listen here:

• Spotify: https://open.spotify.com/show/59wp1DrziFg0BPe11qFV0H

• YouTube: https://www.youtube.com/

• Apple Podcasts: https://podcasts.apple.com/us/podcast/the-weekly-rebalance/id1846370048

Tune in, subscribe, and stay ahead each week.

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