Chesterfield, MO Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Fiduciary Tactical Strategies, Inc.
Supported
Firm-wide stats for Fiduciary Tactical Strategies, Inc.
About
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.
Based on Fiduciary Tactical Strategies, Inc.
Location
15510 Olive Blvd, Suite 204
Chesterfield MO 63017
Advisors at this office
1
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