A complete list of active advisors currently associated with TABR Capital Management, LLC

Warmer can help you find a great advisor at TABR Capital Management, LLC or one who fits your needs even better.

TABR Capital Management serves individual and high-net-worth clients through financial planning, consulting, and discretionary investment and wealth management services. The firm manages about $241 million for roughly 223 client relationships and typically requires a $500,000 minimum, while also advising on retirement plan accounts, variable life/annuity products, and 529 plans. TABR’s investment process is rooted in technical analysis, using trend-following models and relative-strength ranking to guide tactical asset allocation across mutual funds, ETFs and, in one strategy, individual S&P 500 stocks. Risk management is central to the approach: the firm uses model-driven buy/sell signals, sector relative-strength sleeves, short-term Treasury or money-market holdings for defensive periods, and asks clients to complete a FinaMetrica risk questionnaire to align allocations with risk profiles. Compared with many peers, TABR both publicizes performance results and incorporates derivative-based instruments—specifically inverse ETFs—to implement tactical downside protection in certain separately managed strategies, which the brochure highlights as part of its tactical equity toolkit. The firm also offers a range of differentiated model options (e.g., All-Bond, Passive Index mix, All-Stock Tactical, and an S&P 500 relative-strength strategy) managed by a small advisory team, a combination that is less common among firms of similar size.

To learn more about the advisors currently working at TABR Capital Management, 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.