Investment Strategies

The Tactical Planning Group

A sound investment strategy is like a fine suit or dress. It should fit the person it was made for, not the person who made it. We listen to your goals and objectives and use them as the foundation for your long-term investment strategy. As SEC registered investment advisor representatives, we are fully licensed to implement transactions with the following investment products for our clients in their portfolios.

Individual Stocks

Securities representing equity ownership in a corporation, providing voting rights, and entitling the holder to a share of the company’s success through dividends and/or capital appreciation. Typically, a common stockholder receives one vote per share to elect the company’s board of directors (although the number of votes is not always directly proportional to the number of shares owned).

Individual Bonds

A debt instrument issued for a period of more than one year with the purpose of raising capital through borrowing. The Federal government, states, cities, corporations, and many other types of institutions issue bonds. Generally, a bond is a promise to repay the principal along with interest on a specified date (maturity). All bonds require a repayment of principal. When an investor purchases a bond, he/she becomes a creditor of the issuer.

Mutual Funds

An open-end fund operated by an investment company which raises money from shareholders and invests in a group of assets, in accordance with a stated set of objectives. Benefits of mutual funds include diversification and professional money management. Mutual funds offer choice, liquidity, and convenience, but charge fees and often require a minimum investment.

Exchange Traded Funds

A fund that tracks an index, but can be traded like a stock. ETFs always bundle together the securities that are in an index. Investors can do just about anything with an ETF that they can do with a normal stock, such as short selling. Because ETFs are traded on stock exchanges, they can be bought and sold at any time during the day (unlike most mutual funds).

Bank Issued CDs

Short- or medium-term, interest-bearing, FDIC-insured debt instrument offered by banks and savings and loans. CDs offer higher rates of return than most comparable investments, in exchange for tying up invested money for the duration of the certificate’s maturity. CDs are low risk, low return investments.

Ensuring that you have a sound investment strategy is the key to your success. The Tactical Planning Group can assist you in achieving this strategy by helping you with all of the following:

Investment Planning

Professional Portfolio Management Tools
Comprehensive Asset Management

Preparing for your financial future is not only an enormous task, but it can also be a complicated one. The Tactical Planning Group advisers are highly qualified to help you secure your assets and help protect them from the volatility of the market.