Process-driven. Client-focused. 100% dedicated to your needs.
Everything about Rebellion Asset Management is structured around a disciplined, repeatable process that acts solely in your best interest, with no conflicts whatsoever.
An independent firm built on process, trusted nationally.
Our reason for being is to apply our financial knowledge, expertise, and technology through a disciplined, repeatable process, helping clients and their families meet their needs and realize their life goals.
In so doing, we aspire to be a nationally trusted and respected independent fee-based financial planning and wealth management firm, by every measure that matters to a family: clarity, alignment, continuity, and the reliability that comes from process.
Earning trust is what drives us, through process, not prediction.
We earn trust by putting our clients' needs before our own, and by continuously looking out for and acting in their best interests. Our clients know they can count on us for unbiased and expert knowledge to make informed decisions that enhance their financial well-being.
They also know that working together, we'll help them establish not just a vision, but a solid, process-driven plan for changing market conditions, preserving and enhancing wealth across generations.
"We have no control over outcomes, but we can control the process. Of course, outcomes matter, but by focusing our attention on process, we maximize our chances of good outcomes." (Michael Mauboussin)
For families and stewards of capital who choose alignment over salesmanship.
Individuals and Family Investors
We build portfolios designed around your specific goals and risk tolerance, balancing growth opportunity with disciplined risk management. Our process focuses on what matters most: keeping your investments aligned with what you are actually trying to achieve, through changing markets and changing circumstances.
High-Net-Worth Investment Management
Families with significant assets need an investment approach that can flex across multiple goals, time horizons, and risk preferences, often across several pools of capital at once. Beyond traditional stocks and bonds correlated to market averages, we also incorporate managed liquid alternative strategies designed to have low correlation to the broad market, helping diversify risk and smooth returns across different market environments. We design and manage portfolios with a consistent, disciplined process, so every dollar is working toward a defined purpose within an appropriate level of risk.
Advisor and Institutional Portfolio Management
We work with independent RIAs and institutions in two ways. First, we offer a suite of composite strategies their clients can deploy directly, including rules-based index portfolios that use options to enhance yield and manage risk, and liquid alternative strategies designed to trade with low correlation to major market indices. Second, we design custom option overlay strategies for concentrated holdings, helping clients hedge risk or generate income against positions they may not want to sell.