top of page
Tactical (Active) Investor
Untitled Design (19).jpg
A superior way to grow wealth

Many investors do not have the experience, knowledge, or time to find the best performance assets to invest in.  We do that for you. 

Our Results*:

image3-35_page-0001.jpeg

*Based on historical simulated data, real money investment results may vary

Our Investment Models:

1. Conservative Growth “The Tortoise”

 Low volatility and low drawdowns are priority here

 

2. Moderate Growth

 Strong performance in both CAGR (% Gain) and low risk

3. Aggressive Growth

 Aggressive performance with higher volatility and drawdown, easily beating the benchmarks

Our Investing Style:

Tactical Investing, also known as Active Investing, is a great way to take advantage of opportunities as they happen, but not have to be in front of your computer every day.

 

How it works:

Once a month we will give you asset allocations based on your preferred growth and risk amounts and you simply re-allocate based on the amounts we give you.

 

Time required:

At first it may take 1-2 hours once a month, but as you get used to it, it likely will only take about 30-45 mins each month

 

Delivery of service:

Delivery takes place in our custom content e-studio where we add free bonus lessons, real-time updates, commentary and of course our newsletter in PDF format to view or download. Alerts sent by email once per month on the last trading day of each month.

bottom of page