Portfolio Strategies

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Showing Portfolios 1 to3 of 6

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Operator
Value
1182
•
Revisor
•
Model
Balanced Conservative Active Tactical Allocator Foundation Series
The Revisor Active Tactical Allocator Series was developed as a best picks portfolio from the Revisor series of SMA’s. The portfolio will largely be diversified across the globe with a core and satellite approach. However, the portfolio mandate maintains autonomy to allocate assets in an active way with the intention of creating alpha. This means at times that the portfolio could be under allocated or over allocated to certain styles, sizes, sectors, or certain parts of the global economy even in the core part of the portfolio. Additionally, the satellite part of the portfolio has the flexibility to invest assets in less traditional styles. This style could include traditional alternatives, more active stocks picks, etc.. Overall, the goal of the portfolio is to use a diversified approach to provide alpha through strategic asset allocation and active management.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Balanced Conservative
Geography:
Global
Series Type:
Active Tactical Allocator (Foundation)
Min. Investment:
$1,250
Management Fee:
.15%
1184
•
Revisor
•
Model
Conservative Active Tactical Allocator Foundation Series
The Revisor Active Tactical Allocator Series was developed as a best picks portfolio from the Revisor series of SMA’s. The portfolio will largely be diversified across the globe with a core and satellite approach. However, the portfolio mandate maintains autonomy to allocate assets in an active way with the intention of creating alpha. This means at times that the portfolio could be under allocated or over allocated to certain styles, sizes, sectors, or certain parts of the global economy even in the core part of the portfolio. Additionally, the satellite part of the portfolio has the flexibility to invest assets in less traditional styles. This style could include traditional alternatives, more active stocks picks, etc.. Overall, the goal of the portfolio is to use a diversified approach to provide alpha through strategic asset allocation and active management.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Conservative
Geography:
Global
Series Type:
Active Tactical Allocator (Foundation)
Min. Investment:
$2,285,000
Management Fee:
.15%
1186
•
Revisor
•
Model
Moderate Growth Active Tactical Allocator Foundation Series
The Revisor Active Tactical Allocator Series was developed as a best picks portfolio from the Revisor series of SMA’s. The portfolio will largely be diversified across the globe with a core and satellite approach. However, the portfolio mandate maintains autonomy to allocate assets in an active way with the intention of creating alpha. This means at times that the portfolio could be under allocated or over allocated to certain styles, sizes, sectors, or certain parts of the global economy even in the core part of the portfolio. Additionally, the satellite part of the portfolio has the flexibility to invest assets in less traditional styles. This style could include traditional alternatives, more active stocks picks, etc.. Overall, the goal of the portfolio is to use a diversified approach to provide alpha through strategic asset allocation and active management.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Moderate Growth
Geography:
Global
Series Type:
Active Tactical Allocator (Foundation)
Min. Investment:
$1,142,000
Management Fee:
.15%
1188
•
Revisor
•
Model
Balanced Aggressive Active Tactical Allocator Foundation Series
The Revisor Active Tactical Allocator Series was developed as a best picks portfolio from the Revisor series of SMA’s. The portfolio will largely be diversified across the globe with a core and satellite approach. However, the portfolio mandate maintains autonomy to allocate assets in an active way with the intention of creating alpha. This means at times that the portfolio could be under allocated or over allocated to certain styles, sizes, sectors, or certain parts of the global economy even in the core part of the portfolio. Additionally, the satellite part of the portfolio has the flexibility to invest assets in less traditional styles. This style could include traditional alternatives, more active stocks picks, etc.. Overall, the goal of the portfolio is to use a diversified approach to provide alpha through strategic asset allocation and active management.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Balanced Aggressive
Geography:
Global
Series Type:
Active Tactical Allocator (Foundation)
Min. Investment:
$750,000
Management Fee:
.15%
1190
•
Revisor
•
Model
Aggressive Active Tactical Allocator Foundation Series
The Revisor Active Tactical Allocator Series was developed as a best picks portfolio from the Revisor series of SMA’s. The portfolio will largely be diversified across the globe with a core and satellite approach. However, the portfolio mandate maintains autonomy to allocate assets in an active way with the intention of creating alpha. This means at times that the portfolio could be under allocated or over allocated to certain styles, sizes, sectors, or certain parts of the global economy even in the core part of the portfolio. Additionally, the satellite part of the portfolio has the flexibility to invest assets in less traditional styles. This style could include traditional alternatives, more active stocks picks, etc.. Overall, the goal of the portfolio is to use a diversified approach to provide alpha through strategic asset allocation and active management.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Aggressive
Geography:
Global
Series Type:
Active Tactical Allocator (Foundation)
Min. Investment:
$570,000
Management Fee:
.15%
1202
•
Revisor
•
Model
Balanced Conservative Active Tactical Allocator Pinnacle Series
The Active Tactical Allocator Pinnacle Series follows the same principles as the Active Tactical Allocator Foundation Series, with the distinction that it is specifically tailored that it is designed for Large Accounts, whereas the Foundation Series is designed for Small Accounts.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Balanced Conservative
Geography:
Global
Series Type:
Active Tactical Allocator (Pinnacle)
Min. Investment:
$1,250
Management Fee:
.15%
1204
•
Revisor
•
Model
Conservative Active Tactical Allocator Pinnacle Series
The Active Tactical Allocator Pinnacle Series follows the same principles as the Active Tactical Allocator Foundation Series, with the distinction that it is specifically tailored that it is designed for Large Accounts, whereas the Foundation Series is designed for Small Accounts.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Conservative
Geography:
Global
Series Type:
Active Tactical Allocator (Pinnacle)
Min. Investment:
$2,285,000
Management Fee:
.15%
1206
•
Revisor
•
Model
Moderate Growth Active Tactical Allocator Pinnacle Series
The Active Tactical Allocator Pinnacle Series follows the same principles as the Active Tactical Allocator Foundation Series, with the distinction that it is specifically tailored that it is designed for Large Accounts, whereas the Foundation Series is designed for Small Accounts.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Moderate Growth
Geography:
Global
Series Type:
Active Tactical Allocator (Pinnacle)
Min. Investment:
$1,142,000
Management Fee:
.15%
1208
•
Revisor
•
Model
Balanced Aggressive Active Tactical Allocator Pinnacle Series
The Active Tactical Allocator Pinnacle Series follows the same principles as the Active Tactical Allocator Foundation Series, with the distinction that it is specifically tailored that it is designed for Large Accounts, whereas the Foundation Series is designed for Small Accounts.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Balanced Aggressive
Geography:
Global
Series Type:
Active Tactical Allocator (Pinnacle)
Min. Investment:
$760,000
Management Fee:
.15%
1210
•
Revisor
•
Model
Aggressive Active Tactical Allocator Pinnacle Series
The Active Tactical Allocator Pinnacle Series follows the same principles as the Active Tactical Allocator Foundation Series, with the distinction that it is specifically tailored that it is designed for Large Accounts, whereas the Foundation Series is designed for Small Accounts.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Aggressive
Geography:
Global
Series Type:
Active Tactical Allocator (Pinnacle)
Min. Investment:
$570,000
Management Fee:
.15%
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