Tactical
At Flat Fee Portfolios we offer multiple investment strategies, including tactical. The tactical strategy is a rules-based buy-and-sell discipline that makes adjustments as market conditions change. It is based on the short-term and long-term moving averages of the underlying Exchange Trade Funds (ETFs) in the portfolio. When the markets begin to break down, the manager will take a defensive position and move a portion of the portfolio into a conservative fixed income sector. When the markets begin to recover, the manager will return to being fully invested to capture opportunities. The objective of these changes is to reduce the effect of long-term sustained declines on the portfolio.
The ETFs in the strategy represent five different asset classes which are tracked independently. This approach provides the flexibility to be bullish in one area such as emerging markets and bearish in another area such as Large Cap U.S. stocks.
.jpg)
Investing in a tactical strategy might be right for you if:
-
You believe portfolio risk should be actively managed
-
You wish to have a portfolio that adjusts to market conditions
Speak to an Advisor to learn more >>
Please read the following important disclosures:
Pricing for accounts under $1,000,000. The fee for accounts over $1,000,000 is a flat 0.24%. Call to discuss pricing for endowments, trusts, and institutional accounts.
Flat Fee Portfolios is a dba of MACRO Consulting Group, LLC.
Advisory Services are offered through MACRO Consulting Group, LLC, a registered investment adviser with the Securities and Exchange Commission. MACRO Consulting Group, LLC only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.
TD Ameritrade, Fidelity, Foliofn and LPL Financial are the firms that MACRO Consulting Group, LLC uses to custody our client assets. TD Ameritrade, Fidelity, Foliofn and LPL Financial and MACRO Consulting Group are separate and unaffiliated firms and are not responsible for each other’s services or policies. TD Ameritrade, Fidelity, Foliofn and LPL Financial do not endorse or recommend any advisor.
Please review Important Disclosure Information set forth in the last section of this web site.
Information on this web site is directed toward U.S. residents only.
TD Ameritrade, Inc. is the firm that we use to custody our client assets. TD Ameritrade and MACRO Consulting Group are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.
