Dan Stewart

Personal Finance, Retirement, Investing
“With 24 years of experience in the financial services industry, Daniel Stewart helps his clients achieve their investment goals by providing actionable, non-biased research and advisory services.”

Revere Asset Management

Job Title:

President & CIO


Have our short Daily Market Video http://noramassetmanagement.com/newsletter/ sent directly to your inbox.  I promise we will not spam or solicit you in any way.  It is for educational purposes & my two collegues - Chief Strategist Tim Reazor and Portfolio Manager Don Vandenbord - alternate sharing our research.

Daniel Stewart is President & CIO of Revere Asset Management and has been providing financial services and portfolio management for over twenty years.  Revere Asset is a Fee Based RIA which Always Acts as a Fiduciary in the Best Interest of its Clients.  Prior to joining Revere Asset Management, Dan advised on investment portfolios exceeding $200M. He is also well versed in comprehensive planning including corporate, individual, and estate planning.

Dan joined the NorAm Capital team in 2010 to create and manage their Private Wealth Management firm. This eventually led Dan to buy the business and rename it Revere Asset Management. He graduated from The University of Texas at San Antonio with concentrations in Finance and Accounting. Dan has passed the CPA Examination on the first attempt and subsequently earned his CFA® Charter (Chartered Financial Analyst).

Dan, a native of San Antonio, Texas, is married with 3 children. Dan played NCAA tennis on a full scholarship at Vanderbilt University. He played professional tennis on the United States and European circuit and was then the Head Tennis Professional at both the Retama Polo & Tennis Club and Thousand Oaks Indoor/Outdoor Racquet Club, in San Antonio, Texas.  


Chartered Financial Analyst (CFA®), BBA in Accounting

Assets Under Management:

$38 million

Fee Structure:

Fee Based Only - Fiduciary with No Conflicts of Interest

CRD Number:


Insurance License:

#Yes Primarily Term


No information presented constitutes a recommendation by Revere Asset Management, to buy, sell or hold any security, financial product or instrument discussed therein or to engage in any specific investment strategy. The content neither is, nor should be construed as, an offer, or a solicitation of an offer, to buy, sell, or hold any securities by Revere Asset Management. Revere Asset Management does not offer or provide any opinion regarding the nature, potential, value, suitability or profitability of any particular investment or investment strategy, and you are fully responsible for any investment decisions you make. Such decisions should be based solely on your evaluation of your financial circumstances, investment objectives, risk tolerance and liquidity needs.

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March 2017
    401(k), IRAs, Retirement Savings
October 2017
February 2017
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August 2017

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    Investing, Starting Out
What are some different ways that I should consider investing $50,000 if I am not interested in investing in the stock market?
100% of people found this answer helpful

It really depends upon how much risks you want to take.  And in this artificially low interest rate environment, there really aren't any truly "risk free" investments that keep up with inflation due to their current low yields and the prospect of rising rates.  But assuming you have a low risk tolerance, there are CDs that are FDIC insured that are based upon a market index like the S&P 500 point to point but with caps.  So if the market does go up, say over a 2 year, 3 year, or even 5 year period, you might get an annualized 5% to 7% return in a good market.  But if the market goes down, you get your principal back.  These are similar to "indexed annuities" but without the big surrender penalties locking in your money for years.  You could also ladder the CDs so that you could invest a portion in a 2 year, a portion in a 3 year, and a portion in a 5 year.  This way, if the market experienced a big correction or bear market in year four or five, you still could make money on the 2 and 3 year "indexed CDs."  Thus you don't have principal risk but do have inflation risk.

There are also structured notes that are unsecured "linked" notes backed by the big bank issuers like Goldman Sachs, Morgan Stanley, etc.. that have a limited downside,  (not quite guarantee of principal) but have higher caps and therefore the opportunity to make more money.  Both of these options can be linked to all types of indices from a bond index, to a stock index - S&P 500, Russell Small Cap, or International, or even a commodity index or gold.  You could do a combination here as well.

I am an active manager and not a huge fan of these, but I do invest in a few of these CDs for a couple of very conservative clients.  If you are concerned about inflation on the horizon, then you could invest some in precious metals.  But it sounds like what you really need is more knowledge and education about investing.  Understanding investment and economic cycles is crucial to making money and managing risks.  In fact, this is what investing is truly about.

Because if you don't understand what you are investing in or why, or don't have someone you can trust invest on your behalf, your money is probably better remaining in your pocket - an analogy for a short term CD or savings account - until you become more comfortable about investing.  One final thought and as an alternative, you could open a brokerage account at a discount brokerage firm and dollar cost average, say $1000/month, into a low cost S&P 500 fund while you learn more about investing.  This way you could also truly experience what investing is about but on a limited basis.  As you grow in knowledge, you could take a more active role and diversify into other areas.

The good news is that you are asking questions at an early age and time is on your side.  And if you have already accumulated $50k at 24, you are on a good path. 

Hope this helps and best of luck, Dan Stewart CFA®

17 hours ago
    Estate Planning, Taxes
Will the money from the sale of my mother's home be considered an estate gift, even though she is still alive, since I am the recipient in her will?
100% of people found this answer helpful
3 weeks ago
    Personal Finance
What is the difference between a state and a federally chartered credit union?
100% of people found this answer helpful
1 week ago
    Estate Planning, Stocks, Taxes
Given the probability of a market correction, is it a good strategy to convert the securities in a revocable trust valued at $518,000 to cash, considering the tax liability? 
100% of people found this answer helpful
2 weeks ago
Is it safe to buy Bitcoin and how can I trade the currency to my advantage?
92% of people found this answer helpful
December 2017