Investment Management

Leveraging the exponential growth of compounding interest is one of the most important and fundamental elements of investment and financial success. Generally, successful people have worked very hard to accumulate what they have and it is critical they develop investment strategies that combine the right combination of protection and growth to optimize accomplishing their financial goals. At rebel Financial, we have designed a rigorous process of building robust investment strategies that combine risk management with increased growth opportunities all while interweaving the larger financial planning, tax, and estate considerations that can optimize financial success.

Take a look at our process:

1
Balance sheet, goals, and objectives
2
Formulate financial plan
3
Project tax status
4
Risk tolerance and capacity
5
Preferences and values
6
Formulate investment strategies
7
Open, fund, and transfer accounts
8
Implement investment strategies
9
Integrate account information
10
Monitor, rebalance, and report
11
Reevaluate plan

Investment Team

Phil Ratcliff

Phil Ratcliff

President & CIO

Investment Council

Operations

Christina Povenmire

Christina Povenmire

Advisory

Tony Jones

Tony Jones

Advisory

Jamie Jamieson

Barry Jamieson

Advisory

Hailey Headshot

Hailey Rountree

Operations

Richard Fleeman Contact Picture

Richard Fleeman

Operations

Nic Headshot

Nicholas Shepard

Tech Operations

Operational Walkthrough

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Riskalyze

Riskalyze is a solution that works to “gamify“ risk tolerance to make it more fun to comply with our need to update your risk tolerance. This helps us to better judge client mood/emotional changes that occur as the markets move and affect your account(s) so that we can better advise and guide you toward better investment management outcomes.

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Ethos

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