Reducing Investment Cost Barriers
Diversified Tactical is a themes-based strategy seeking proactive, tactical management. The objective is to provide returns over a full market cycle without the transaction costs that typically erode returns in lower balance accounts.
- Ability to invest accounts in an actively managed strategy with no transaction costs and virtually no account minimum
- Designed for someone that seeks lower portfolio turnover than some other tactical strategies
- We believe that proactive management may outperform passive strategies
- Strategy attempts to capture gains tactically and emphasize risk management