Portfolio Strategies

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Showing Portfolios 1 to3 of 6

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1041
•
Revisor
•
Model
Capital Protection Dividend Aristocrat Portfolio
The Dividend Aristocrat Portfolio invests in companies that have a policy of consistenly increasing dividends. Specifically, the U.S. equity investments have all increased dividend payments for a minimum of 25 consecutive years. The strategy also invests assets in international developed and international emerging equity companies through a series of exchange traded funds. The Investment style tends to favor large cap companies with a value tilt.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Capital Protection
Geography:
Global
Series Type:
Dividend Aristocrat
Min. Investment:
$260,000
Management Fee:
.20%
1042
•
Revisor
•
Model
Balanced Conservative Dividend Aristocrat Portfolio
The Dividend Aristocrat Portfolio invests in companies that have a policy of consistenly increasing dividends. Specifically, the U.S. equity investments have all increased dividend payments for a minimum of 25 consecutive years. The strategy also invests assets in international developed and international emerging equity companies through a series of exchange traded funds. The Investment style tends to favor large cap companies with a value tilt.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Balanced Conservative
Geography:
Global
Series Type:
Dividend Aristocrat
Min. Investment:
$130,000
Management Fee:
.20%
1043
•
Revisor
•
Model
Moderate Conservative Dividend Aristocrat Portfolio
The Dividend Aristocrat Portfolio invests in companies that have a policy of consistenly increasing dividends. Specifically, the U.S. equity investments have all increased dividend payments for a minimum of 25 consecutive years. The strategy also invests assets in international developed and international emerging equity companies through a series of exchange traded funds. The Investment style tends to favor large cap companies with a value tilt.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Moderate Conservative
Geography:
Global
Series Type:
Dividend Aristocrat
Min. Investment:
$87,000
Management Fee:
.20%
1044
•
Revisor
•
Model
Conservative Dividend Aristocrat Portfolio
The Dividend Aristocrat Portfolio invests in companies that have a policy of consistenly increasing dividends. Specifically, the U.S. equity investments have all increased dividend payments for a minimum of 25 consecutive years. The strategy also invests assets in international developed and international emerging equity companies through a series of exchange traded funds. The Investment style tends to favor large cap companies with a value tilt.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Conservative
Geography:
Global
Series Type:
Dividend Aristocrat
Min. Investment:
$65,000
Management Fee:
.20%
1045
•
Revisor
•
Model
Balanced Growth Dividend Aristocrat Portfolio
The Dividend Aristocrat Portfolio invests in companies that have a policy of consistenly increasing dividends. Specifically, the U.S. equity investments have all increased dividend payments for a minimum of 25 consecutive years. The strategy also invests assets in international developed and international emerging equity companies through a series of exchange traded funds. The Investment style tends to favor large cap companies with a value tilt.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Balanced Growth
Geography:
Global
Series Type:
Dividend Aristocrat
Min. Investment:
$52,000
Management Fee:
.20%
1046
•
Revisor
•
Model
Moderate Growth Dividend Aristocrat Portfolio
The Dividend Aristocrat Portfolio invests in companies that have a policy of consistenly increasing dividends. Specifically, the U.S. equity investments have all increased dividend payments for a minimum of 25 consecutive years. The strategy also invests assets in international developed and international emerging equity companies through a series of exchange traded funds. The Investment style tends to favor large cap companies with a value tilt.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Moderate Growth
Geography:
Global
Series Type:
Dividend Aristocrat
Min. Investment:
$43,500
Management Fee:
.20%
1047
•
Revisor
•
Model
Growth Dividend Aristocrat Portfolio
The Dividend Aristocrat Portfolio invests in companies that have a policy of consistenly increasing dividends. Specifically, the U.S. equity investments have all increased dividend payments for a minimum of 25 consecutive years. The strategy also invests assets in international developed and international emerging equity companies through a series of exchange traded funds. The Investment style tends to favor large cap companies with a value tilt.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Growth
Geography:
Global
Series Type:
Dividend Aristocrat
Min. Investment:
$37,000
Management Fee:
.20%
1048
•
Revisor
•
Model
Balanced Aggressive Dividend Aristocrat Portfolio
The Dividend Aristocrat Portfolio invests in companies that have a policy of consistenly increasing dividends. Specifically, the U.S. equity investments have all increased dividend payments for a minimum of 25 consecutive years. The strategy also invests assets in international developed and international emerging equity companies through a series of exchange traded funds. The Investment style tends to favor large cap companies with a value tilt.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Balanced Aggressive
Geography:
Global
Series Type:
Dividend Aristocrat
Min. Investment:
$32,500
Management Fee:
.20%
1049
•
Revisor
•
Model
Moderate Aggressive Dividend Aristocrat Portfolio
The Dividend Aristocrat Portfolio invests in companies that have a policy of consistenly increasing dividends. Specifically, the U.S. equity investments have all increased dividend payments for a minimum of 25 consecutive years. The strategy also invests assets in international developed and international emerging equity companies through a series of exchange traded funds. The Investment style tends to favor large cap companies with a value tilt.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Moderate Aggressive
Geography:
Global
Series Type:
Dividend Aristocrat
Min. Investment:
$29,000
Management Fee:
.20%
1050
•
Revisor
•
Model
Aggressive Dividend Aristocrat Portfolio
The Dividend Aristocrat Portfolio invests in companies that have a policy of consistenly increasing dividends. Specifically, the U.S. equity investments have all increased dividend payments for a minimum of 25 consecutive years. The strategy also invests assets in international developed and international emerging equity companies through a series of exchange traded funds. The Investment style tends to favor large cap companies with a value tilt.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Aggressive
Geography:
Global
Series Type:
Dividend Aristocrat
Min. Investment:
$26,000
Management Fee:
.20%
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