CoreTactic Strategies

Passion, Integrity, & Excellence.

WHY
WE EXIST

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. 

FIDUCIARY &
FEE-ONLY

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.

OUR TEAM

A Team of Professionals focused on delivering a top-notch client experience.

Bryce Johnson

Founder & Principal

Richard Dombrowski

Financial Consultant

Shelley Sloan

Client Services Manager

Let's have a conversation. It should only take about 15 minutes.

PHONE
EMAIL
HOURS

720-619-1991

Mon - Fri: 8am - 6pm

​​Saturday: Closed

​Sunday: Closed

Evergreen, CO

Centennial, CO

Waterford, PA

Atlanta, GA

CoreTactic Strategies may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. CoreTactic Strategies is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. CoreTactic Strategies is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

 

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© 2018 - CORETACTIC STRATEGIES. ALL RIGHTS RESERVED. 

© 2019 CoreTactic Strategies