We work closely with you to fully understand your particular situation, and provide access to a wide variety of products and services targeted specifically to your unique needs and goals. Each relationship and each client is distinctive, but the steps of getting started with us generally include the process below.
Identify Your Goals and Priorities
We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what goals and priorities you have. We complete a comprehensive risk questionnaire, which is essential to understanding your investment mind-set.
Gather Your Data
We gather any necessary documents, policies and statements. Together with us, you will define your personal and financial goals, including timeframes.
Analyze Data and Create a Plan
The primary objective of this stage is to help develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend to help achieve your goals.
Implement Your Personalized Plan
The primary objective of this phase is to help successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.
Review and Monitor Your Plan
We monitor our client’s accounts on a regular basis to help ensure they are still performing in a way that meets your intentions. Communication with you is a top priority. We explain and answer questions about our reporting methods, and stay in touch with you to keep you informed. When we discover that your circumstances have changed, or that shifting global markets require a different investing approach, we communicate to you our recommendations for the appropriate adjustments.
Schedule Your Appointment with
Tactical Investment Advisors
Phone (980) 233-9770
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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.