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Results 1
Showing Portfolios 1 to3 of 6
1101
•
Revisor
•
Model
Capital Protection Blend ETF Portfolio
The Taxable Equity Blend ETF Strategy was created to provide diversified passive exposure to global markets. The portfolio exclusively holds ETFs 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 annually while purchase only transactions are used throughout the year to purchase underweight target positions and keep cash as low as possible in the portfolio.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Capital Protection
Geography:
Global
Series Type:
Blend ETF
Min. Investment:
$10,000,000
Management Fee:
.15%
1102
•
Revisor
•
Model
Balanced Conservative Blend ETF Portfolio
The Taxable Equity Blend ETF Strategy was created to provide diversified passive exposure to global markets. The portfolio exclusively holds ETFs 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 annually while purchase only transactions are used throughout the year to purchase underweight target positions and keep cash as low as possible in the portfolio.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Balanced Conservative
Geography:
Global
Series Type:
Blend ETF
Min. Investment:
$5,000,000
Management Fee:
.15%
1103
•
Revisor
•
Model
Moderate Conservative Blend ETF Portfolio
The Taxable Equity Blend ETF Strategy was created to provide diversified passive exposure to global markets. The portfolio exclusively holds ETFs 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 annually while purchase only transactions are used throughout the year to purchase underweight target positions and keep cash as low as possible in the portfolio.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Moderate Conservative
Geography:
Global
Series Type:
Blend ETF
Min. Investment:
$3,350,000
Management Fee:
.15%
1104
•
Revisor
•
Model
Conservative Blend ETF Portfolio
The Taxable Equity Blend ETF Strategy was created to provide diversified passive exposure to global markets. The portfolio exclusively holds ETFs 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 annually while purchase only transactions are used throughout the year to purchase underweight target positions and keep cash as low as possible in the portfolio.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Conservative
Geography:
Global
Series Type:
Blend ETF
Min. Investment:
$2,500,000
Management Fee:
.15%
1105
•
Revisor
•
Model
Balanced Growth Blend ETF Portfolio
The Taxable Equity Blend ETF Strategy was created to provide diversified passive exposure to global markets. The portfolio exclusively holds ETFs 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 annually while purchase only transactions are used throughout the year to purchase underweight target positions and keep cash as low as possible in the portfolio.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Balanced Growth
Geography:
Global
Series Type:
Blend ETF
Min. Investment:
$2,000,000
Management Fee:
.15%
1106
•
Revisor
•
Model
Moderate Growth Blend ETF Portfolio
The Taxable Equity Blend ETF Strategy was created to provide diversified passive exposure to global markets. The portfolio exclusively holds ETFs 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 annually while purchase only transactions are used throughout the year to purchase underweight target positions and keep cash as low as possible in the portfolio.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Moderate Growth
Geography:
Global
Series Type:
Blend ETF
Min. Investment:
$1,700,000
Management Fee:
.15%
1107
•
Revisor
•
Model
Growth Blend ETF Portfolio
The Taxable Equity Blend ETF Strategy was created to provide diversified passive exposure to global markets. The portfolio exclusively holds ETFs 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 annually while purchase only transactions are used throughout the year to purchase underweight target positions and keep cash as low as possible in the portfolio.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Growth
Geography:
Global
Series Type:
Blend ETF
Min. Investment:
$1,500,000
Management Fee:
.15%
1108
•
Revisor
•
Model
Balanced Aggressive Blend ETF Portfolio
The Taxable Equity Blend ETF Strategy was created to provide diversified passive exposure to global markets. The portfolio exclusively holds ETFs 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 annually while purchase only transactions are used throughout the year to purchase underweight target positions and keep cash as low as possible in the portfolio.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Balanced Aggressive
Geography:
Global
Series Type:
Blend ETF
Min. Investment:
$1,250,000
Management Fee:
.15%
1109
•
Revisor
•
Model
Moderate Aggressive Blend ETF Portfolio
The Taxable Equity Blend ETF Strategy was created to provide diversified passive exposure to global markets. The portfolio exclusively holds ETFs 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 annually while purchase only transactions are used throughout the year to purchase underweight target positions and keep cash as low as possible in the portfolio.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Moderate Aggressive
Geography:
Global
Series Type:
Blend ETF
Min. Investment:
$1,200,000
Management Fee:
.15%
1110
•
Revisor
•
Model
Aggressive Blend ETF Portfolio
The Taxable Equity Blend ETF Strategy was created to provide diversified passive exposure to global markets. The portfolio exclusively holds ETFs 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 annually while purchase only transactions are used throughout the year to purchase underweight target positions and keep cash as low as possible in the portfolio.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Aggressive
Geography:
Global
Series Type:
Blend ETF
Min. Investment:
$1,000,000
Management Fee:
.15%
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