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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We have pledged a donation to the Maui Strong Fund in support of those affected by the recent wildfires. Our thoughts are with the families and residents as they endure and rebuild.

The Quantitative, Rules-Based Investment Process that has defined our disciplined risk management for 35 years.

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Trend Following

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.

Security Selection

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.

Trailing Stop-Loss

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.

35+ 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

Industry Recognition

Finalist: Industry Awards category: Firms <25B AUM (2023)
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

$5.6 billion AUM as of 12/31/22

$5.6 billion AUM as of 12/31/22

Our Perspective

Video

CIO Insights: September 14, 2023

CIO Insights: September 14, 2023

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In this edition of CIO Insights, James St. Aubin touches on energy prices, the upcoming FOMC meeting, and what's potentially in store for interest rates.



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CIO Insights: August 18, 2023

CIO Insights: August 18, 2023

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In this edition of CIO Insights, James St. Aubin touches on surprisingly strong US economic data and encouraging news on inflation.



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CIO Insights: July 28, 2023

CIO Insights: July 28, 2023

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In this July 28, 2023 edition of CIO Insights, James St. Aubin examines a big week for central banking that saw the Fed, the ECB, and the BOJ all hold policy meetings.



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CIO Insights: July 7, 2023

CIO Insights: July 7, 2023

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In this July 7, 2023 edition of CIO Insights, James St. Aubin discusses market performance for the first half of 2022.



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Disciplined Risk Management

Disciplined Risk Management

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Learn about our investment process that is based on two goals. The first goal is to keep clients out of trouble and limit the effects of sustained market declines on client accounts, and the other is to satisfy risk-adjusted rates of return over a full market cycle.



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The Value of Tactical in Every Portfolio

The Value of Tactical in Every Portfolio

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Why tactical investment management is so important to have in every client portfolio.



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The Quantitative, Rules-Based Investment Process that has defined our disciplined risk management for 35 years.