Investment Offerings

We offer a series of strategic alternative investment products in both individually managed account and fund structures.

Tactical Wealth Proprietary Futures Program (CTA)

The Tactical Wealth Proprietary Futures Program is a discretionary trading system using fundamental and technical analysis to identify and predict the external factors affecting the markets and how they shape the fluctuations within the marketplace. The program attempts to take advantage of shorter-term price trends and employs a number of risk management techniques to reduce risk and preserve capital. The strategy selects combinations of financial futures and options which best express desired market views while attempting to keep risk at a minimum.

Details:
Individually Managed Accounts for QEP & Institutions | $2,000,000 Minimum Investment | Long Term Strategy

Tactical Wealth Accumulation Fund (TWAF)

The Tactical Wealth Accumulation Fund is a limited partnership commodity pool implementing a discretionary trading program using fundamental and technical analysis to identify and predict the external factors affecting the markets and how they shape fluctuations within the marketplace.

Details:
Commodity Pool (Limited Partners) for QEP & Institutions | $250,000 Minimum Investment | Long Term Strategy

Tactical Wealth Strategic Growth Fund (SGF)

The Tactical Wealth Strategic Growth Fund (TWSGF) follows a discretionary trading program that uses fundamental and technical analysis to identify and predict the external factors affecting the markets and how they shape the fluctuations within the marketplace. Investors in the fund can set pre-determined performance benchmarks that will trigger profit taking or re-allocation of held assets. Investors can participate in the potential upside of the TWAF and CTA strategies with the ability to revisit and rebalance their portfolios based on current circumstances.

Details:
Commodity Pool (Limited Partners) for QEP & Institutions | $250,000 Minimum Investment | Long Term Strategy

Tactical Wealth Fixed Income Fund (FIF)

The Tactical Wealth Fixed Income Fund is a flexible vehicle for investors looking for reliable cash distributions. The FIF will distribute dividends to investors at pre-arranged intervals similar to a corporate bond. Tactical Wealth Advisors can structure the note to accommodate investors on length of term and frequency of distributions.

Details:
Asset-Backed Securities for QEP & Institutions | $50,000 Minimum Investment | Interest Rates Based on Length of Investment & Current Rates.

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