Rebellionaire. Investing for the rebellious.
Rebellionaire™ was envisioned and custom-built for bold, unconventional investors who don’t march mindlessly to the drumbeat of the media.
They are not governed by Wall Street or traditional “safe” investment advisors. We are not the place for hand-wringers, risk-spreaders and those who bail at the first whiff of a slump. Our clients don’t wilt under scrutiny from family, peers or the press. They don’t scare easily, keeping their eye instead on the larger, long-term prize. Not the short-term dips and drop-offs. Rebellionaires don’t panic. They save, they buy, they trim, they add, they think bigger. The word volatility doesn’t make them nervous.
It makes them eager. It gets them going.
Maverick, risk-taking, all-in, DIY investment gambler.
This is simply a rebel.
Maverick, risk-managing, concentrated-investment Master Planner.
This is a Rebellionaire™.
Our clients are
not small investors shackled to diversification strategies. They typically have at least a million invested in a single stock. That doesn’t mean every dollar isn’t critically important to their customized goals and vision. They are ambitious, and well beyond hoping for financial freedom. Instead, they are people anticipating the means to make a personal and philanthropic impact on their world. People with real financial power.
That’s where we come in.
Rebellionaire™ advisors, like our clients, are unconventional. We’re also experienced, smart, strategic and informed.
You see it today on the news—we saw it last month in our research. You hear it next week on a podcast—we heard it today, on a live site-tour of a factory. Anyone can search the web. Our proprietary, ultra-deep dives and analyses are seasoned with intensity, insight, intuition and intellect. The kind you simply can’t do on your own or find anywhere else.
The Rebellionaire™ team has lived, worked and prospered in the investment trenches.
Ups, downs, highs, lows, bulls, bears and crashes. We’ve been there, done that and we have both the battle scars and the bounty to show for it. These are your First Principles practitioners, advisors, trailblazers, gut-checkers and guides. We will help you plan your work and work your plan. We’ll do it with equal parts on-the-ground intel, honesty and responsibility—and when the opportunity arises… defiance.
We are Rebellionaire™. Are you?
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