A complete list of active advisors currently associated with Demeter Tactical Investments Corp.

Warmer can help you find a great advisor at Demeter Tactical Investments Corp. or one who fits your needs even better.

Demeter Tactical Investments Corp. acts as a third-party discretionary money manager for independent registered investment advisers and their individual advisory clients, and it also serves as investment manager to pooled private funds organized in Delaware and the British Virgin Islands. The firm provides model portfolio implementation, performance reporting, and administrative functions via a third‑party technology platform for Independent RIAs and their clients. DTIC’s investment process emphasizes data-driven, proprietary software and algorithmic signals, with a tactical asset-allocation approach that prioritizes active rebalancing of mutual funds, equities, and ETFs (and uses options in some strategies). Strategies are implemented as managed models under trading discretion, which the firm notes can involve frequent trading and potential tax inefficiencies for taxable accounts. Distinctive features in the brochure include the firm’s role as a private fund sponsor/adviser with an affiliate typically serving as general partner and the receipt of performance‑based compensation from those funds (performance allocations are calculated on a gross‑return basis), while advisory client accounts do not pay performance-based fees. The firm also discloses ownership links to an SPV and a law practice and notes the use of soft‑dollar arrangements and related compliance policies to address the resulting conflicts of interest.

To learn more about the advisors currently working at Demeter Tactical Investments Corp., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.