Tactical Investments
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$5,000,000
Total clients
4
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
4
Average account size
$1,250,000
About
Tactical Investments provides discretionary active portfolio management to accredited and high‑net‑worth individuals as well as trusts, foundations and select institutional clients. The firm offers two distinct portfolio themes: a dividend‑oriented “Balanced” allocation and a proprietary ETF‑focused trading program designed to pursue growth and income objectives.
The firm combines fundamental and technical analysis and runs a proprietary, computer‑based Program that primarily trades ETFs (including volatility‑linked, sector, bond and cash‑equivalent ETFs) and may use leveraged or inverse ETFs when deemed appropriate; cash positions are typically held in T‑bills or money market funds between trades. All accounts in the Program are managed with discretionary authority and the firm conducts ongoing reviews of positions and allocations.
Tactical Investments is notable among peers for publicly presenting both hypothetical (backtested) and actual performance results and for offering performance‑based fee arrangements limited to accredited investors, practices that are uncommon for independent advisers. The firm also documents conflict‑management steps — including periodic suitability reviews, a high‑water‑mark approach for performance fees, and a substantial personal investment requirement for management — and operates as a very small, newly formed boutique with a concentrated client base and an explicit willingness to use volatile ETF strategies and sector‑specific instruments.
Client services
Portfolio management
Expertise
Active portfolio management
Real estate investing
Passive / index investing
Concentrated stock management
Fee options
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
Main office location
Tactical Investments
700 Gulf Bay Road
Longboat Key FL 34228, United States
Number of offices
1
Most active in
Tactical Investments has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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