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.