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Bespoke Account Management
Tactical Finance offers personalized account management service to institutions and wealthy individuals. The main appeal of the managed accounts service is the access to professional money managers, a high degree of customization and greater tax efficiencies in a fee-based product.
“Clients will retain full ownership of their brokerage account while giving us trading authorization.”
Managed accounts are segregated accounts that are owned and controlled by the investor, with investment decision-making delegated to an appointed manager (eg. Tactical Finance).
A managed account gives the investor transparency on the underlying portfolio of investments, and the ability to take control of the portfolio from the account manager should it be required can withdraw funds from their accounts at any time if it so inclined.
We're passionate about our strategies and believe they can provide significant value to our clients. That's why we actively engage with our clients in a strategic partnership and work with them to achieve their financial goals.
We invite you to get in touch with us to learn more about how we can help you preserve and grow your wealth.