Tell us about you

We believe modernized tactical investing is a valuable component of portfolios large and small. By increasing diversification and incorporating risk mitigation techniques, TFA can add an important portfolio element for individual investors, financial advisors, and institutions alike.

For individuals, the focus is likely on managing the risk of severe market declines and enhancing diversification. For advisors, it’s about diversifying their practice and the implementation of risk mitigation strategies. And for institutions, is about providing non-correlation to supplement a total portfolio.

Individuals

Individuals

TFA helps investors (i) manage the risks of bear market cycles, (ii) enhance portfolio diversification, and (iii) seek out opportunities during bull markets. TFA employs risk management strategies designed to lose less during severely negative environments and adapt to changing market environments.

Advisors

Advisors

TFA helps advisors differentiate themselves from the competition. By employing an alternative approach to mutual fund investing that includes multiple strategies and risk mitigation techniques, TFA allows advisors to stand out from the crowd.

Institutions

Institutions

TFA provides nontraditional, non-correlated portfolios that are designed to supplement an institution’s total balanced portfolio and to manage exposure to risk during severely negative environments