TACTICAL INVESTMENT ADVISORS, LLC

Overview

Tactical Investment Advisors, LLC is an independent RIA structured as an LLC and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. It also operates as an insurance broker and describes itself as a capital allocator, meaning it places client capital with third‑party managers in addition to managing portfolios directly. The firm uses a mix of fee arrangements — percentage of assets under management, hourly and fixed fees, and performance‑based fees — which can accommodate both advisory and transactional client engagements. Tactical Investment Advisors does not position itself as an active ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices