Passion, Integrity, & Excellence.
CoreTactic Strategies was founded with the specific purpose of growing portfolios for investors. That mission may seem trite but the reality is the investment management industry has flourished with an increasing array of products and investment vehicles that benefit the professionals working within it but not end investors. It is too often the case that the performance of your portfolio is not prioritized because, ironically, many advisors’ day-to-day isn’t managing investments. In fact, many outsource their investment management to third parties, for better or worse.
Our message is clear and translates to practically every investor: we eliminate inefficiencies and focus on the variables that we have direct control over to generate value that investor clients can see in their statements.
At the onset of engaging with you, we hope to earn your business by effectively communicating how we’re able to construct and manage your portfolio (which may contrast sharply to its current form) and to succeed over time.
As a registered investment advisor we hold ourselves to the Fiduciary Standard which means the framework in which we operate, including every recommendation and allocation* we make, must be in your best interest. As a fee-only advisory firm, we don’t receive trading commissions or get “kickbacks” from certain funds or other types of firms. Instead, we earn our compensation from a competitive fee of assets under management.
*Asset Allocation does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.
A Team of Professionals focused on delivering a top-notch client experience.