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Results 1
Showing Portfolios 1 to3 of 6
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101
•
Revisor
•
Sleeve
Taxable Equity ETF Strategy
The Taxable ETF Portfolio was created to provide diversified passive exposure to global markets. The portfolio exclusively holds ETF's that have historically high liquidity, low turnover, and low expense ratios.
Provider:
Revisor
Asset Class:
Equity
Style:
Passive
Cap Size:
Broad
Risk Level:
Aggressive
Geography:
Global
Series Type:
Domestic Equity
Min. Investment:
$10,000.00
Management Fee:
.15%
102
•
Revisor
•
Sleeve
Fixed Income - Broad Exposure ETF - Global
The Fixed Income - Broad Exposure ETF - Global invests in a diversified mix of global fixed income investments designed with moderate fixed income risk exposure in mind. The portfolio contains duration risky assets from across the world as well as floating rate securities and TIPS.
Provider:
Revisor
Asset Class:
Fixed Income
Style:
Active
Cap Size:
NA
Risk Level:
Capital Lock
Geography:
Global
Series Type:
Fixed Income
Min. Investment:
$1,250.00
Management Fee:
.15%
103
•
Revisor
•
Sleeve
Actively Passive Equity ETF Strategy
The Actively-Passive ETF Portfolio was created to provide the potential for excess return from active management with a low cost. Revisor developed a proprietary algorithm to take advantage of unwarranted undervaluations in global markets while keeping costs low by overweighting assets that are undervalued and underweighting assets that are relatively overvalued. The portfolio is typically reconstituted and rebalanced quarterly.
Provider:
Revisor
Asset Class:
Equity
Style:
Factor
Cap Size:
Broad
Risk Level:
Aggressive
Geography:
Global
Series Type:
Domestic Equity
Min. Investment:
$10,000.00
Management Fee:
.15%
104
•
Revisor
•
Sleeve
Dividend Equity ETF Strategy
The Dividend Equity ETF Strategy was created to provide diversified exposure to dividend paying stocks. The portfolio exclusively holds ETF’s.
Provider:
Revisor
Asset Class:
Equity
Style:
Factor
Cap Size:
Broad
Risk Level:
Aggressive
Geography:
Global
Series Type:
Domestic Equity
Min. Investment:
$10,000.00
Management Fee:
.15%
105
•
Revisor
•
Sleeve
Fixed Income Conservative ETF Strategy
The Capital Lock Fixed Income Conservative ETF Portfolio invests in fixed income assets with a conservative risk profile. The portfolio contains a high percentage of high quality low duration fixed income.
Provider:
Revisor
Asset Class:
Fixed Income
Style:
Active
Cap Size:
NA
Risk Level:
Capital Lock
Geography:
Global
Series Type:
Fixed Income
Min. Investment:
$10,000.00
Management Fee:
.15%
106
•
Revisor
•
Sleeve
Fixed Income Aggressive ETF Strategy
The Fixed Income - Aggressive - Global portfolio invests in a diversified mix of global fixed income investments designed with more aggressive fixed income risk exposure in mind. The portfolio contains duration risky assets from across the world.
Provider:
Revisor
Asset Class:
Fixed Income
Style:
Active
Cap Size:
NA
Risk Level:
Capital Lock
Geography:
Global
Series Type:
Fixed Income
Min. Investment:
$10,000.00
Management Fee:
.15%
107
•
Revisor
•
Sleeve
Fixed Income Ohio Municipal Mutual Fund Strategy
The Fixed Income Ohio Municipal Mutual Fund Strategy was designed to get low-cost exposure to Ohio municipal bonds. The strategy utilizes mutual funds and is largely buy and hold.
Provider:
Revisor
Asset Class:
Fixed Income
Style:
Active
Cap Size:
NA
Risk Level:
Capital Lock
Geography:
U.S.
Series Type:
Fixed Income
Min. Investment:
$100.00
Management Fee:
.15%
108
•
Revisor
•
Sleeve
The CBD Growth Strategy
The CBD Growth Strategy provides market exposure to publicly traded companies in the cannabis industry. The Investment Committee developed a strategic process for the selection, weighting, and rebalancing of individual stock positions.
Provider:
Revisor
Asset Class:
Equity
Style:
Factor
Cap Size:
Broad
Risk Level:
Aggressive
Geography:
U.S.
Series Type:
Domestic Equity
Min. Investment:
$10,000.00
Management Fee:
.35%
109
•
Revisor
•
Sleeve
The Global Opportunities Strategy
The Global Opportunities Strategy is a global macro portfolio that was developed as an alternative to alternatives. It strives for noncorrelated returns with the stock market while maintaining a relatively low cost compared to other alternative strategies.
Provider:
Revisor
Asset Class:
Blend
Style:
Active
Cap Size:
Broad
Risk Level:
Aggressive
Geography:
Global
Series Type:
Alternative Assets
Min. Investment:
$5,000.00
Management Fee:
.35%
110
•
Revisor
•
Sleeve
The Equity Opportunities Strategy
The Equity Opportunities Strategy is a deep value strategy that seeks out undervalued equities across all market caps. The strategy employs an algorithm seeking out traditional value companies, value within growth, etc.
Provider:
Revisor
Asset Class:
Equity
Style:
Active
Cap Size:
Broad
Risk Level:
Aggressive
Geography:
U.S.
Series Type:
Domestic Equity
Min. Investment:
$20,000.00
Management Fee:
.35%
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