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 the markets, TFA Allocation Funds provide investors with multiple managers, multiple strategies, and multiple investing methodologies all working across multiple time frames.

Integrating our multi-approach with our risk assessment allows us to visualize and objectively pinpoint your risk number. Once the framework is done then we will align your risk number with funds to match.

If you would like to better understand your risk score and risk tolerance, click the button above to take a short questionnaire from Riskalyze. This questionnaire will help us and you understand your risk tolerance. Once completed, the system will automatically send the results to us and we will reach out to discuss.

TFA Tactical Income Fund

TFA Tactical Income Fund

The Fund is an actively risk-managed, non-traditional bond fund designed for fixed income investors. The Fund seeks to invest primarily in fixed income and alternative fixed-income securities utilizing strategies focused on the potential for income, growth, and capital preservation during severely negative market cycles.

Tactical Growth Allocation Fund

Tactical Growth Allocation Fund

The Fund applies TFA ’s modernized diversification approach to a risk managed, multi-manager, multi-strategy style targeting a traditional 80/20 asset allocation. The Fund utilizes a flexible universe of tactical investing strategies derived from multiple investment managers, resulting in a unique approach to the “growth allocation” category.

TFA Quantitative Fund

TFA Quantitative Fund

An actively managed fund utilizing TFA’s modernized, risk managed, multi-manager, multi-strategy, tactical style Designed to compete with equity market indices, the Fund utilizes a flexible universe of growth-oriented, directional long/cash, and long/short tactical investing strategies from multiple investment managers.

TFA AlphaGen Growth Fund

TFA AlphaGen Growth Fund

The fund’s primary goal is to seek capital appreciation.

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