Daily Monitoring
Proactive Risk Management
We take a proactive approach to managing assets on behalf of our clients. Our tactical risk management strategies focus on dynamically allocating portfolios of publicly traded investments. Allocation changes are triggered by quantitative signals derived from analyzing relative strength price trends of major asset classes combined with an ongoing contrarian interpretation of investor sentiment data.
The process of rebalancing may result in tax consequences.
Who We Serve
Dedication to our clients is not just a principle; it’s our guiding ethos. We prioritize building lasting relationships based on trust, transparency, and personalized service. Our clients aren’t just numbers to us; they’re individuals with unique goals and aspirations. That’s why we strive to go above and beyond to understand their needs, provide personalized guidance, and map out a plan that focuses on their financial well-being for years and decades to come. With Tactical Wealth Management, you can rest assured knowing that your success is our top priority.
What Sets Us Apart
Our independence and fiduciary commitment set us apart, ensuring that our clients receive unparalleled benefits. As an independent firm, we have the freedom to select from a wide range of custodians and management tools, allowing us to tailor solutions specifically to your needs. Unlike firms tied to a single platform, our flexibility empowers us to choose the best options available in the market. This independence extends to our proprietary investment management approach and our unwavering dedication to communication and service. Additionally, our fiduciary duty means that we always act in your best interest, prioritizing risk mitigation and we work to proactively safeguard your wealth.