A complete list of active advisors currently associated with Tactical Investment Advisors, LLC

Warmer can help you find a great advisor at Tactical Investment Advisors, LLC or one who fits your needs even better.

Tactical Investment Advisors LLC provides discretionary investment management and ongoing financial planning and consulting to individuals, retirement accounts, trusts, estates, charitable organizations, and institutions. The firm executes trades on clients’ behalf through third‑party custodians and delivers regular reporting on account activity and performance. The firm’s investment process combines fundamental and technical analysis and can deploy a wide range of instruments — including equities, bonds, mutual funds, ETFs, private placements and stock and index options — to implement client strategies. T.I.A. operates with full investment discretion and states it requires access to a broad set of securities (including options), which may make it unsuitable for clients who need to restrict certain investments. Distinctive aspects disclosed in the brochure include an offered performance‑based compensation option for qualifying clients, structured with an annual performance allocation and a high‑water mark mechanism, and ongoing insurance brokerage activities via an affiliated insurance sales business and advisors who sell insurance or annuities. The firm also discloses that it receives direct compensation from certain fixed‑income funds it recommends and identifies these relationships and potential conflicts of interest in its disclosures.

To learn more about the advisors currently working at Tactical Investment Advisors, 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.