The Revisor Core Tactical Allocator Series was developed as a fully diversified portfolio with exposure to the traditional parts of a global asset allocation as the core part of the asset allocation while maintaining the flexibility to allocate assets to less traditional satellite investment options. The core part of the portfolio will have a broad mix of global stocks across style, size, sector, and geography. Additionally, the core part of this portfolio is designed to primarily be passive indexes that largely track the underlying market. The satellite part of the portfolio has much more flexibility to invest assets in a less traditional styles. This style could include traditional alternatives, more active stock picks, etc.. Overall, the goal of the portfolio is to largely track the market but provide some potential for alpha with satellite options and strategic asset allocation.

The Revisor Core Tactical Allocator Series was developed as a fully diversified portfolio with exposure to the traditional parts of a global asset allocation as the core part of the asset allocation while maintaining the flexibility to allocate assets to less traditional satellite investment options. The core part of the portfolio will have a broad mix of global stocks across style, size, sector, and geography. Additionally, the core part of this portfolio is designed to primarily be passive indexes that largely track the underlying market. The satellite part of the portfolio has much more flexibility to invest assets in a less traditional styles. This style could include traditional alternatives, more active stock picks, etc.. Overall, the goal of the portfolio is to largely track the market but provide some potential for alpha with satellite options and strategic asset allocation.

The Revisor Core Tactical Allocator Series was developed as a fully diversified portfolio with exposure to the traditional parts of a global asset allocation as the core part of the asset allocation while maintaining the flexibility to allocate assets to less traditional satellite investment options. The core part of the portfolio will have a broad mix of global stocks across style, size, sector, and geography. Additionally, the core part of this portfolio is designed to primarily be passive indexes that largely track the underlying market. The satellite part of the portfolio has much more flexibility to invest assets in a less traditional styles. This style could include traditional alternatives, more active stock picks, etc.. Overall, the goal of the portfolio is to largely track the market but provide some potential for alpha with satellite options and strategic asset allocation.

The Revisor Core Tactical Allocator Series was developed as a fully diversified portfolio with exposure to the traditional parts of a global asset allocation as the core part of the asset allocation while maintaining the flexibility to allocate assets to less traditional satellite investment options. The core part of the portfolio will have a broad mix of global stocks across style, size, sector, and geography. Additionally, the core part of this portfolio is designed to primarily be passive indexes that largely track the underlying market. The satellite part of the portfolio has much more flexibility to invest assets in a less traditional styles. This style could include traditional alternatives, more active stock picks, etc.. Overall, the goal of the portfolio is to largely track the market but provide some potential for alpha with satellite options and strategic asset allocation.

The Revisor Core Tactical Allocator Series was developed as a fully diversified portfolio with exposure to the traditional parts of a global asset allocation as the core part of the asset allocation while maintaining the flexibility to allocate assets to less traditional satellite investment options. The core part of the portfolio will have a broad mix of global stocks across style, size, sector, and geography. Additionally, the core part of this portfolio is designed to primarily be passive indexes that largely track the underlying market. The satellite part of the portfolio has much more flexibility to invest assets in a less traditional styles. This style could include traditional alternatives, more active stock picks, etc.. Overall, the goal of the portfolio is to largely track the market but provide some potential for alpha with satellite options and strategic asset allocation.

This is the most conservative iteration of our Core Tactical Allocator Series and it can hold anywhere between 0% and 20% of the allocation in equity depending on our market outlook at the time. 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 a degree of active management.

This is a more conservative iteration of our Core Tactical Allocator Series and it can hold anywhere between 20% and 40% of the allocation in equity depending on our market outlook at the time. 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 a degree of active management.

This is a moderately aggressive iteration of our Core Tactical Allocator Series and it can hold anywhere between 40% and 60% of the allocation in equity depending on our market outlook at the time. 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 a degree of active management.

This is a balanced aggressive iteration of our Core Tactical Allocator Series and it can hold anywhere between 60% and 80% of the allocation in equity depending on our market outlook at the time. 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 a degree of active management.

This is the most aggressive iteration of our Core Tactical Allocator Series and it can hold anywhere between 80% and 100% of the allocation in equity depending on our market outlook at the time. 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 a degree of active management.