Tactical Investment Management

Tactical Investment Management

Given your Plan and Strategy, we search the financial marketplaces to find the best investments to support your Strategy, and thus your Plan’s, success. We strive to find “true diversification” in markets and investments, not just in name. For growth portfolios, we will use a mix of Mutual Funds, ETFs, and Index Funds. For income portfolios we may use a mix of Mutual Funds, ETFs, Indexes and individual bonds. While we may recommend investments in Limited Partnership form, we will always provide a publically traded alternative.

Our investment management fees are based on the assets under management for that quarter. No commissions are ever charged. This keeps the incentives and focus away from “transactions” and keeps it on your “Plan”. If you decide it is appropriate to un-invest, fees are prorated.

Your assets are always held with a third-party custodian who report on your investment assets. Most custodians provide you with monthly statements and online access to give you the reassurance of your investments as well as banking\cash management functions.

Further, through our marketing relationship with EverBank, we have excellent cash management solutions and foreign currency investment alternatives.

“Christmas is a time when kids tell Santa what they want and adults pay for it. Deficits are when adults tell the government what they want and their kids pay for it.”
- Richard Lamm