A complete list of active advisors currently associated with New England Tactical Investments LLC
Warmer can help you find a great advisor at New England Tactical Investments LLC or one who fits your needs even better.
New England Tactical Investments LLC is a newly registered investment adviser that offers discretionary portfolio management and investment advice across a range of instruments, including equities, corporate and municipal debt, mutual funds, ETFs, options, and private placements. The firm’s brochure states it serves individual and high‑net‑worth clients, though it currently reports no assets under management. The firm describes a tactical investment approach that blends technical and charting analysis, cyclical analysis, and modern portfolio theory, and it uses both long‑ and short‑term trading as well as margin and options strategies. Accounts are managed on a discretionary basis, and the firm may combine orders for block trading when executing through its chosen custodian platform. Distinctive features disclosed in the brochure include that the managing member is separately licensed to sell insurance and may earn commissions on insurance sales, a potential conflict of interest the firm highlights. The brochure also notes the firm routinely requires clients to direct brokerage to a specific custodian (Interactive Brokers), operates at a small scale with no client assets yet and a single advisory professional listed, does not accept performance‑based fees or participate in wrap programs, and does not vote client proxies.
To learn more about the advisors currently working at New England Tactical Investments LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Kensington, NH
| 24
|
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