Why Tactical Portfolio Advisory, LLC

 

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Most financial advisors farm out their portfolio management duties to third party managers.  At Tactical Portfolio Advisory, we can plan the portfolio strategy and execute the securities for client accounts in house…Allowing for a direct communication experience with both the advisor and portfolio manager.

TPALLC offers hedge trading programs for investors looking to reduce portfolio risk while realizing gains in down markets.  See Tactical Portfolio Advisory’s “Stock Hedge Trading Program”.

Unlike commission driven brokerage firms, we are a fee only investment firm.  Through our relationships, we can offer you low transaction costs for securities bought and sold in your portfolio.  Alternatively, we can also work with a preferred brokerage firm that you recommend.