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Results 1
Showing Portfolios 1 to3 of 6
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1001
•
Revisor
•
Model
Capital Protection Taxable ETF Portfolio
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. Additionally, the portfolio management team manages the allocations in a tax sensitive manner with low turnover between funds. The portfolio is typically reconstituted and rebalanced annually with intermittent purchase only transactions on a quarterly basis to keep cash percentages in the portfolio low.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Capital Protection
Geography:
Global
Series Type:
Taxable ETF
Min. Investment:
$100,000
Management Fee:
.15%
1002
•
Revisor
•
Model
Balanced Conservative Taxable ETF Portfolio
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. Additionally, the portfolio management team manages the allocations in a tax sensitive manner with low turnover between funds. The portfolio is typically reconstituted and rebalanced annually with intermittent purchase only transactions on a quarterly basis to keep cash percentages in the portfolio low.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Balanced Conservative
Geography:
Global
Series Type:
Taxable ETF
Min. Investment:
$50,000
Management Fee:
.15%
1003
•
Revisor
•
Model
Moderate Conservative Taxable ETF Portfolio
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. Additionally, the portfolio management team manages the allocations in a tax sensitive manner with low turnover between funds. The portfolio is typically reconstituted and rebalanced annually with intermittent purchase only transactions on a quarterly basis to keep cash percentages in the portfolio low.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Moderate Conservative
Geography:
Global
Series Type:
Taxable ETF
Min. Investment:
$33,500
Management Fee:
.15%
1004
•
Revisor
•
Model
Conservative Taxable ETF Portfolio
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. Additionally, the portfolio management team manages the allocations in a tax sensitive manner with low turnover between funds. The portfolio is typically reconstituted and rebalanced annually with intermittent purchase only transactions on a quarterly basis to keep cash percentages in the portfolio low.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Conservative
Geography:
Global
Series Type:
Taxable ETF
Min. Investment:
$25,000
Management Fee:
.15%
1005
•
Revisor
•
Model
Balanced Growth Taxable ETF Portfolio
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. Additionally, the portfolio management team manages the allocations in a tax sensitive manner with low turnover between funds. The portfolio is typically reconstituted and rebalanced annually with intermittent purchase only transactions on a quarterly basis to keep cash percentages in the portfolio low.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Balanced Growth
Geography:
Global
Series Type:
Taxable ETF
Min. Investment:
$20,000
Management Fee:
.15%
1006
•
Revisor
•
Model
Moderate Growth Taxable ETF Portfolio
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. Additionally, the portfolio management team manages the allocations in a tax sensitive manner with low turnover between funds. The portfolio is typically reconstituted and rebalanced annually with intermittent purchase only transactions on a quarterly basis to keep cash percentages in the portfolio low.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Moderate Growth
Geography:
Global
Series Type:
Taxable ETF
Min. Investment:
$25,000
Management Fee:
.15%
1007
•
Revisor
•
Model
Growth Taxable ETF Portfolio
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. Additionally, the portfolio management team manages the allocations in a tax sensitive manner with low turnover between funds. The portfolio is typically reconstituted and rebalanced annually with intermittent purchase only transactions on a quarterly basis to keep cash percentages in the portfolio low.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Growth
Geography:
Global
Series Type:
Taxable ETF
Min. Investment:
$33,500
Management Fee:
.15%
1008
•
Revisor
•
Model
Balanced Aggressive Taxable ETF Portfolio
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. Additionally, the portfolio management team manages the allocations in a tax sensitive manner with low turnover between funds. The portfolio is typically reconstituted and rebalanced annually with intermittent purchase only transactions on a quarterly basis to keep cash percentages in the portfolio low.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Balanced Aggressive
Geography:
Global
Series Type:
Taxable ETF
Min. Investment:
$50,000
Management Fee:
.15%
1009
•
Revisor
•
Model
Moderate Aggressive Taxable ETF Portfolio
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. Additionally, the portfolio management team manages the allocations in a tax sensitive manner with low turnover between funds. The portfolio is typically reconstituted and rebalanced annually with intermittent purchase only transactions on a quarterly basis to keep cash percentages in the portfolio low.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Moderate Aggressive
Geography:
Global
Series Type:
Taxable ETF
Min. Investment:
$100,000
Management Fee:
.15%
1010
•
Revisor
•
Model
Aggressive Taxable ETF Portfolio
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. Additionally, the portfolio management team manages the allocations in a tax sensitive manner with low turnover between funds. The portfolio is typically reconstituted and rebalanced annually with intermittent purchase only transactions on a quarterly basis to keep cash percentages in the portfolio low.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Aggressive
Geography:
Global
Series Type:
Taxable ETF
Min. Investment:
$10,000
Management Fee:
.15%
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