Apr 30, 2021

TFA Fund Advisors announces Mutual Fund Family is now open to outside investors

Tactical Fund Advisors, an affiliated RIA of Horter Investment Management, announces Mutual Fund Family is now open to Outside Investors

CINCINNATI, OH, FEBRUARY 2021 -- Tactical Fund Advisors (“TFA”) a SEC-registered1 investment advisor, today announced that the TFA family of innovative mutual funds is now available to outside investors. TFA is affiliated with Horter Investment Management, LLC (“Horter”), a SEC registered investment advisor1 and financial services company based in Cincinnati, OH. Previously, the TFA funds had primarily been utilized by Horter clients.

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.

“While the stock market flirts with record highs, many investors are aware that this strength is often limited to a relative handful of headline stocks while nearly a third of S&P 5002 stocks remain in bear market territory,” said Drew Horter, Founder & Portfolio Manager at TFA and Chief Investment Strategist at Horter. “Breaking with long-standing fund management norms, TFA’s risk-managed, multi-manager, multi-strategy mutual funds offer a modernized approach to portfolio design and diversification. Modern times demand modern solutions.”

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. 2 - The S&P 500 Index is a broad-based measurement of changes in stock market conditions based on the average performance of 500 widely held common stocks. Past performance of an index is not an indication or guarantee of future results. All indices are unmanaged and investors cannot invest directly into an index. 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.