We Believe in Disciplined Risk Management

Our tactical, rules-based process takes the guesswork and emotion out of making investment decisions and protects our clients and their portfolios.

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When To Buy

Quantitative, Rules-based

We seek to identify areas of the market that are in an established uptrend, and only these areas are candidates for consideration in the portfolio.

What To Buy

The Most Complex Question

We rank all viable areas based on the strength of the uptrend, historical risk reward metrics, and correlation with the stock and bond markets.

When To Sell

Quantitive, Rules-based

We set a trailing stop on every holding based on its specific volatility pattern. Once a stock hits that point, we immediately sell. Our own rules force us away from price disruption.

We're Committed to a Quantitative, Rules-Based, Investment Approach

Our investment management style was developed to fill a gap in the marketplace. The disciplines we’ve created provide guidelines regarding when we buy, what we buy, and when we sell, with the aim of limiting downside risk and providing satisfying returns over a market cycle.

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Tactical Investment Strategies

Our strategies address a full range of investor goals. Whether you are looking for a complete outsourced solution or looking to combine us with existing managers, we have a variety of solutions that may be an ideal fit for your client's portfolio.

Tactical All Asset Fund

A fund that is best suited for investors seeking total return with a conservative risk tolerance.

Tactical Bond Fund

The Fund’s two investment objectives are to provide long-term total return and to limit volatility and downside risk.

Tactical Core Income Fund

A fund that is best suited for investors seeking total return with a low risk tolerance.

Tactical Municipal Fund

A fund suited for conservative investors seeking to preserve capital and provide benefits to high-income investors.

Tactical Risk Spectrum Fund Series

A suite of funds best suited for moderate investors who seek consistent levels of global stock exposure.

30+ Years of Investing Wisely for our Clients

Since 1987, we have helped advisors and their clients limit downside risk and grow their wealth, using decades of strategic research and a tactical, rules-based investment approach. Our solutions complement existing investment portfolios, whether they be diversified or a single asset strategy.

About Us
Established in 1987 in Santa Monica, California.

Established in 1987 in Santa Monica, California.

Founded by David C. Wright, JD and Kenneth L. Sleeper, MBA, PhD

Founded by David C. Wright, JD and Kenneth L. Sleeper, MBA, PhD

$9.6 billion AUM + AUA as of 6/30/22

$9.6 billion AUM + AUA as of 6/30/22

Our Perspective

Webinar

CIO Insights

November 15, 2022

CIO Insights

Last Modified: November 15, 2022
 

CIO James St. Aubin provides a Q3 2022 update.



7215-NLD-11212022

Webinar

A Quick Introduction: Meet Our New CIO and CIS

November 22, 2022

A Quick Introduction: Meet Our New CIO and CIS

Last Modified: November 22, 2022
 

A Quick Introduction: Meet Our New CIO and CIS, with CIO James St. Aubin and CIS Ryan Harder

Webinar

Webinar | Bond Math 2.0

November 16, 2022

Webinar | Bond Math 2.0

Last Modified: November 16, 2022
 

In this webinar, Senior Portfolio Specialist, Bill Phillips, continues to challenge the traditional purposes of fixed income allocation and review how an alternative approach to fixed income can help your clients’ portfolio.



1262-NLD-03042022

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