Revolution Partners

What’s the difference between your net worth and your life’s worth?

RPATA, LLC is a Registered Investment Advisor that ATA and Revolution Partners specifically organized to provide investment management related services to clients of ATA who desire to engage a separate investment adviser. The financial advisors at RPATA work to ensure that the proceeds of your work are properly allocated to build and preserve your net worth, so you can live the life you’re uniquely meant to experience – your life’s worth. We would be happy to organize a discovery meeting with one of the financial advisors at RPATA.

Financial planning services

In addition to investment management, RPATA offers clients a range of financial planning services, which may include any or all of the following functions:

  • Business Planning
  • Financial Reporting
  • Cash Flow Forecasting
  • Investment Consulting
  • Asset Allocation
  • Insurance Needs Analysis
  • Retirement Planning
  • Retirement Plan Analysis
  • Tax and Estate Planning
  • Charitable Giving

Retirement plan consulting

RPATA also provides Retirement Plan Consulting Services, which may include:

  • Plan Design and Strategy
  • Plan Fee and Cost Analysis
  • Plan Review and Evaluation
  • Retirement Plan Committee Consultation
  • Executive Planning and Benefits
  • Fiduciary and Compliance
  • Investment Management and Review
  • Legacy Plan Services

Revolution Partners provides administrative and financial services for RPATA.

Under an Administrative Services Agreement, Revolution Partners provides administrative and financial services for RPATA. You may obtain additional information concerning RPATA on its website or on the SEC’s website.

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