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Helping Our Clients Make
Smart Decisions
With Their Money

Our Mission

Our mission is to help our clients make smart investment and financial decisions through professional relationships based on uncompromising integrity, trust, and personalized service. We accomplish this mission by offering holistic, comprehensive advisory services to help clients prioritize and attain their life goals.
 
Our sole purpose is to help our clients arrange their financial affairs in an efficient and effective way; to preserve their capital and obtain risk-adjusted returns consistent with their financial objectives; and, most importantly, provide them with financial freedom.
 
Tactical Investment Advisors was established to provide our clients long-term, value-added financial counsel and investment performance with exceptional service.  We are committed to providing our clients with a superior level of service as well as ongoing education designed to further their understanding of our financial and investment strategies. Tactical Investment Advisors will work alongside our clients in articulating, establishing, and achieving their financial life goals.
 
We believe in taking a holistic approach to financial planning for our clients.  We apply the “whole person” concept in evaluating and presenting the financial options available to the individual client.  In our experience the “best” financial solution to a given situation is not necessarily an appropriate option for the client.
 
Each client receives an individualized analysis reflecting their current situation and available financial solutions applicable to their particular situation as well as specific recommendations as to which paths to follow.  We believe that it is particularly important to present relevant financial alternatives in order to develop a truly cohesive plan—one that is designed to achieve their lifelong financial goals as well as be consistent with their personal philosophy.  We find that quality financial decisions are made after the client is informed of options that they may not know are possible.
 
We believe with responsible decisions, reasonable expectations, and vigilant, attentive counsel each client can achieve their financial life goals.  It is to this end and purpose, on behalf of our clients, that Tactical Investment Advisors exists.

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Tactical Investment Advisors
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Financial Web Service to provide information on a topic that may be of interest. Financial Web Service Suite is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Investment Advisory Services provided by Tactical Investment Advisors, LLC, a North Carolina Registered Investment Advisor.

Tactical Investment Advisors, LLC is also a Commodity Trading Advisor that recommends investment programs and money managers including other CTA’s and Commodity Pool Operators (CPO).  There are substantial risks and conflicts of interests associated with managed futures  and commodities accounts, and you should only invest risk capital.  The success of an investment is dependent upon the ability of a commodity trading advisor (CTA) to identify profitable investment opportunities and successfully trade.  The identification of attractive trading opportunities is difficult, requires skill, and involves a significant degree of uncertainty.  CTA’s have total trading authority, and the use of a single CTA could mean a lack of diversification and higher risk.  The high degree of leverage often obtainable in commodity trading can work against you as well as for you, and can lead to large losses as well as gains.  Past performance is not indicative of future results.