A complete list of active advisors currently associated with Fiduciary Tactical Strategies, Inc.

Warmer can help you find a great advisor at Fiduciary Tactical Strategies, Inc. or one who fits your needs even better.

Fiduciary Tactical Strategies provides investment management and consulting to individuals, families, trusts and estates, small businesses, family businesses, and charitable organizations. It offers discretionary portfolio management and, separately, investment consulting that can include referrals to independent money managers under solicitor arrangements. The firm implements a dynamic asset allocation program that explicitly incorporates market timing and technical analysis, using no-load index mutual funds and ETFs as the primary instruments. Portfolios are managed on a discretionary basis in client-designated custodial accounts, and the adviser will recommend third‑party managers when a specialist approach is appropriate. What is distinctive for this firm among its peers is the explicit use of market timing and technical-analysis-driven tactical allocation, a strategy that is uncommon in this supported advisor category. The firm is a small, long-established adviser with a limited team and modest assets under management, does not aggregate ETF trades, does not vote client proxies, and discloses that it may receive referral fees from independent managers, which the firm identifies as a potential conflict of interest.

To learn more about the advisors currently working at Fiduciary Tactical Strategies, Inc., 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.