About Us
Revalue is a home for people passionate about cultivating an abundance mindset in service of community resilience and future generations. We are financial navigators, connecting people to their purpose by crafting values-aligned financial plans and creative educational programming in partnership with those we serve. Founded in 2013 in Ypsilanti, Michigan, our Registered Investment Advisory (RIA) firm has served investors from coast to coast, where they have found value in our work in the impact and community investing movements.
We are proud to be a Certified B Corporation®. Certified B Corporations® are businesses that balance profit and purpose and foster a fresh vision for an inclusive and sustainable economy. Becoming a Certified B Corporation® means becoming a corporate leader in social and ecological performance, working not just for profit, but for the welfare of our employees, communities, and environment. Learn more about how we scored in key areas by checking out our public profile.
Learn more about us and our services at RevalueInvesting.com.
Why You Should Join Our Family
Here, you will find a home to explore wealth, health, and happiness for yourself and our communities as you navigate your moral compass. While COVID has tested many of our comfort zones we want to support growth as best we can. Clients join Revalue because they are committed to saving, investing, giving, and spending in ways that are aligned with their values.
We invite those who are saving their first dollar all the way up to investors with significant wealth. To make growth accessible to all we have waived our minimum fees and lowered the barriers to becoming an impact investor. When investors are brought into our client practice, they join a peer network to build community, learn from us and each other, and to receive the financial support need to grow.
Benefits of the Experience.
Values-driven portfolio management
Investment Policy Statement creation
Access to RightCapital for financial planning analysis
Access to this client community platform for education and connection with other investors
Peer group education and learning calls
Activities and education to complement peer group calls
Education and resources about investing for local impact
What you need.
Curiosity and the dedication to learn about being an impact investor. We've worked hard to make our fees accessible to everyone. They include a one-time onboarding fee, set by YOU in the price range of $5 to $500, in addition to a standard annual investment management fee of 1.25% on the accounts you have us manage. For more information about our fees and services, check out our client Brochure.
