Tactically Managed Investment Accounts
- appropriate for investors wishing to invest in equity and/or fixed income markets with potentially lower exposure to market losses
- portfolios of securities are actively managed with the objective of un-capped upside growth potential with limited drawdown risk
- no guarantees that objectives will be met or that drawdowns will be limited
- bull-market performance may trail market benchmarks as a result of the manager's risk-management strategies
- portfolios may consist of stocks, bonds, mutual funds, ETF's, or other securities
- direct fees may be charged to the investor's account in addition to portfolio expenses
