Tactical Investments

Overview

Tactical Investments operates as an independent registered investment adviser organized as a limited liability partnership and based in Florida. The firm focuses on portfolio management for individuals and small businesses and reports an individual owner structure. Its client base is concentrated among individual and family clients. Compensation is primarily a percentage of assets under management, with the firm also employing performance-based fee arrangements. The firm reports a preference for fixed-income allocations and does not designate itself as an active ESG investor. It is neither positioned as a multi-state adviser nor as a pension consultant or capital allocator, indicating a narrowly focused private-client practice rather than institutional consulting.

Assets & Accounts

Investments & Alternatives

Location & Offices