Tactical Investments

Tactical Investments provides discretionary active portfolio management to accredited and high‑net‑worth individuals as well as trusts, foundations and select institutional clients. The firm offers two distinct portfolio themes: a dividend‑oriented “Balanced” allocation and a proprietary ETF‑focused trading program designed to pursue growth and income objectives.

The firm combines fundamental and technical analysis and runs a proprietary, computer‑based Program that primarily trades ETFs (including volatility‑linked, sector, bond and cash‑equivalent ETFs) and may use leveraged or inverse ETFs when deemed appropriate; cash positions are typically held in T‑bills or money market funds between trades. All accounts in the Program are managed with discretionary authority and the firm conducts ongoing reviews of positions and allocations.

Tactical Investments is notable among peers for publicly presenting both hypothetical (backtested) and actual performance results and for offering performance‑based fee arrangements limited to accredited investors, practices that are uncommon for independent advisers. The firm also documents conflict‑management steps — including periodic suitability reviews, a high‑water‑mark approach for performance fees, and a substantial personal investment requirement for management — and operates as a very small, newly formed boutique with a concentrated client base and an explicit willingness to use volatile ETF strategies and sector‑specific instruments.