Our Tactical Investment Funds

Regardless of which approach appeals to you and your practice, the TFA Funds provide an alternative approach to portfolio design that can help advisors differentiate their services.

The TFA Allocation Funds utilize a multi-manager method to portfolio management. TFA believes such an approach improves diversification and can “smooth out the ride” through market cycles. Instead of a single investment manager’s approach to markets and belief system, the TFA Allocation Funds provide investors with multiple managers, multiple strategies, and multiple investing methodologies all working across multiple time frames.

Tactical Conservative Allocation Fund

Tactical Conservative Allocation Fund

The Fund is actively managed through the blending and optimization of various tactical managers (sub sub-advisors or strategists). The Fund seeks to invest in tactical investment managers that it believes have the potential for growth and downside protection protection.

Tactical Moderate Allocation Fund

Tactical Moderate Allocation Fund

The Fund is actively managed through the blending and optimization of various tactical managers (sub advisors or strategists). The Fund seeks to invest in tactical investment managers that it believes have the potential for growth and downside protection.

Tactical Growth Allocation Fund

Tactical Growth Allocation Fund

The Fund is actively managed through the blending and optimization of various tactical managers (sub advisors or strategists). The Fund seeks to invest in tactical investment managers that it believes have the potential for growth and downside protection.

TFA Multidimensional Tactical Fund

TFA Multidimensional Tactical Fund

The fund invests in Nasdaq listed equity securities of small, mid and large US companies, as well as, a basket of fixed income ETF’s. The tactical risk based investment process analyzes the underlying price of each security in the portfolio to determine whether to buy, hold or sell each individual security on a daily basis. The strategy contains two different tactical overlays in attempt to reduce risk and/or major drawdowns by reducing equity exposure and increasing cash/fixed income exposure should risk rise in the markets. The strategy is built on a 60/40 split of equities to fixed income and is suitable for conservative, moderate or growth investors.

TFA Quantitative Fund

TFA Quantitative Fund

The Fund invests in leveraged and unleveraged mutual funds and exchange traded funds (the “Underlying Funds”) which seek to provide investment returns that match on a daily or monthly basis either (1) 150% exposure to the NASDAQ 100 Index, (2) up to 150% exposure to the S&P 500 Index, (3) up to 150% exposure to the Russell 2000 Index, or (4) up to 100% exposure to an inverse S&P 500 Index based on outputs of the Sub-Advisor’s proprietary investment model. The Fund may hold significant cash or fixed income positions during unfavorable market conditions and may be fully invested in the Underlying Funds when favorable conditions warrant. The Fund may invest in inverse funds, which are funds that are designed to provide returns that are the inverse, or opposite of a specific benchmark or index.

TFA AlphaGen Growth Fund

TFA AlphaGen Growth Fund

The fund’s primary goal is to seek capital appreciation with a secondary objective of capital preservation during severely negative market environments by increasing allocations to defensive approaches that may increase cash and other lesser-correlated assets. Across a market cycle, the fund endeavors to rank highly among the Morningstar Tactical Allocation index constituents.