Tactical Fund Management | White Rock Capital Management

Investment Management Alliance For RIA's and Advisors

Grow Your ria firm

Learn more about our alliance Services

Upward Financial Graph Icon

For optimal risk/return metrics

The Tactical Advantage

Proprietary Platform

Mitigate risk and protect from downturns in the stock market.


Continuous balancing of the potential for excess return against the commensurate risk involved.

Transparent & Repeatable

Rooted in a rules-based process — a step-by-step qualification criteria.

The Tactical Alliance Advantage

RIA Solution for

Growth & Management

Build stronger client relationships based on improved financial portfolio performance.

Upward Financial Graph Icon 2

Blended portfolio

The Tactical Difference

We Actively Manage Growth Objectives and Risk.

Our Customized Blended Portfolios combine up to three (3) tactical strategies (momentum and risk parity) into one algorithm that respond to markets with the objective of simultaneously maximizing long term growth potential while minimizing risk.

Financial Buildings 3

New Generation Multi-Asset Strategy

New Generation Multi-Asset Strategy:

Designed with a focus on top performing sectors and select individual stocks in the S&P 500 and Nasdaq 100.

Adaptive Asset Allocation

Adaptive Asset Allocation: The function of the strategy is to manage risk by repositioning portfolio holdings to lessen risk during bear markets while maintaining the ability to capitalize on long-term growth.

bridge 2
Financial Reports on Mobil Phone and Desktop Computer 3

Tactical Fixed Income Allocation

Tactical Fixed Income Allocation: An actively managed fixed income portfolio using tactical asset allocation seeking to increase alpha and reduce volatility by rotating efficiently in and out of asset classes as macro, technical or fundamental trends change

Tailored Strategies to Meet Your Clients Needs

Blended Portfolio Strategies

Contact Us

White Rock Capital Management

8880 Cal Center Drive
Suite. 195
Sacramento, CA 95826


Office 916-706-1234
Fax: 888-363-2937