May 01, 2021

TFA announces new distribution partner as mutual fund family opens to outside investors

Tactical Fund Advisors Adds Marketing Executive, Announces New Distribution Partner as Mutual Fund Family Opens to Outside Investors

CINCINNATI, OH, MARCH 2021 -- Tactical Fund Advisors (“TFA”) a SEC-registered1 investment advisor, today announced that it has added a senior marketing executive and that the TFA family of innovative mutual funds has selected a national fund distribution partner as it opens the family of mutual funds to investors nationwide.

TFA has named Avery Robbins to the newly created position of Director of Marketing. Robbins comes to TFA after serving as an independent consultant since 2017 and before that a career working with various brands to design and execute comprehensive marketing strategies. At TFA, he will be responsible for developing and managing TFA’s brand, messaging, content, and communications. He will target national investment advisors, Cincinnati investors and Wealth Managers and the various Custodians and TAMPS for distribution of TFA funds, reporting to the Founder and Chief Executive Officer, Drew Horter.

The TFA family of mutual funds has retained FLX Distribution to represent the TFA funds and drive distribution. FLX is a financial technology company and the premier, cost effective, and flexible distribution solution for asset managers.

“Modern times demand modern solutions. The TFA Tactical Mutual Funds offer daily active management with non-correlated models and methodologies to help minimize downside risk and volatility,” said Horter. “We are excited to welcome Avery to the team as the TFA funds become available to investors nationwide.”

TFA Funds

The family of TFA Mutual Funds is comprised of five funds; three multi-manager allocation funds were launched in June of 2019 followed by two single-manager funds in May of 2020. The Funds share the goal of delivering consistent, long-term results while maintaining the ability to dynamically adapt to changing risk-reward environments. Unlike many mutual funds that are fully invested and do not go risk off to cash or treasuries, tactical funds are actively managed on a daily basis to shift asset allocations as market conditions change in order to reduce risk and achieve investment objectives.

The TFA funds are now available to investors nationwide through the financial advisors, wealth managers, and other intermediaries who serve them. TFA serves as Fund Advisor to the family of multi-manager and single-manager TFA funds:

  • Tactical Growth Allocation Fund (TFAFX, TFAEX)), Tactical Moderate Allocation Fund (TFAUX, TFAMX), and Tactical Conservative Allocation Fund (TFAZX, TFALX) – The multi-manager allocation funds seek to provide capital appreciation and are sub-advised by five unaffiliated mangers, each utilizing their own management style for their portion of the Funds.
  • TFA Multidimensional Tactical Fund (TFADX) and TFA Quantitative Fund (TFAQX) – The single manager funds share the goal of capital appreciation but are sub-advised by two different unaffiliated managers, whom utilize different management styles for their respective Funds.
1 – SEC Registration does not imply any level of skill or training. Investors should consider the investment objectives, risks, charges and expenses of the Fund carefully before investing. The prospectus contains this and other information about the Fund. You may obtain a prospectus at tfafunds.com or by calling the transfer agent at 888-838-9488. The prospectus should be read carefully before investing. The Fund is distributed by Arbor Court Capital, member FINRA/SIPC., 8000 Town Centre Drive, Suite 400, Broadview Heights, Ohio 44147. Additional information about Arbor Court Capital is available at https://brokercheck.finra.org. Tactical Fund Advisors, LLC is not affiliated with Arbor Court Capital Tactical Fund Advisors, LLC, located at 11726 Seven Gables Rd, Symmes Township, Cincinnati, OH 45249, is an investment adviser registered with the Securities and Exchange Commission (SEC). Registration with the SEC as an investment adviser should not be construed to imply that the SEC has approved or endorsed qualifications or the services Tactical Fund Advisors, LLC offers, or that its personnel possess a particular level of skill, expertise or training. Additional information about Tactical Fund Advisors is available on the SEC’s website at www.adviserinfo.sec.gov. As with all mutual funds, there is the risk that you could lose all or part of your investment in the Fund. The Fund may not achieve its investment objective and is not intended to be a complete investment program. Many factors affect the Fund’s net asset value and performance.