TABR Capital Management, LLC

TABR Capital Management serves individual and high-net-worth clients through financial planning, consulting, and discretionary investment and wealth management services. The firm manages about $241 million for roughly 223 client relationships and typically requires a $500,000 minimum, while also advising on retirement plan accounts, variable life/annuity products, and 529 plans.

TABR’s investment process is rooted in technical analysis, using trend-following models and relative-strength ranking to guide tactical asset allocation across mutual funds, ETFs and, in one strategy, individual S&P 500 stocks. Risk management is central to the approach: the firm uses model-driven buy/sell signals, sector relative-strength sleeves, short-term Treasury or money-market holdings for defensive periods, and asks clients to complete a FinaMetrica risk questionnaire to align allocations with risk profiles.

Compared with many peers, TABR both publicizes performance results and incorporates derivative-based instruments—specifically inverse ETFs—to implement tactical downside protection in certain separately managed strategies, which the brochure highlights as part of its tactical equity toolkit. The firm also offers a range of differentiated model options (e.g., All-Bond, Passive Index mix, All-Stock Tactical, and an S&P 500 relative-strength strategy) managed by a small advisory team, a combination that is less common among firms of similar size.