Advisor at Tactical Investments
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Firm
Tactical Investments
Location
Longboat Key, FL 34228
Credentials
Series 63, Series 65
Industry experience
17 years
Dikran Kadagian is the sole advisor at Tactical Investments, an independent firm based in Longboat Key, FL. He holds Series 63 and Series 65 licenses and has 16 years of industry experience, including seven years at H2 Investments. In addition to his financial advisory work, Mr. Kadagian is president of Project Shift, a documentary film and book production company, where he directs, edits, and writes. Tactical Investments provides discretionary active portfolio management to accredited and high-net-worth individuals, trusts, foundations, and select institutional clients. The firm offers dividend-oriented balanced allocations and a proprietary ETF-focused trading program that combines fundamental and technical analysis with a computer-based system to manage portfolios using a range of ETF strategies.
Based on Tactical Investments
1% annually based on assets under management
20% of net profits with a high water mark, charged quarterly in arrears to accredited investors
Account minimum: $1,000,000
700 Gulf Bay Road
Longboat Key, FL 34228
Florida
H2 Investments
2015 - 2022 (7 years)
Project Shift
1999 - Present (27 years)
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