Tactical Fund Management | White Rock Capital Management
Investment Management Alliance For RIA's and AdvisorsGrow Your ria firm
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For optimal risk/return metrics
The Tactical Advantage
Proprietary Platform
Mitigate risk and protect from downturns in the stock market.
Pro-Active
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.
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.
Dynamic Multi-Asset Strategy
Dynamic Multi-Asset Strategy: An adaptive allocation model designed with a focus on what we consider to be the top stocks in the Nasdaq 100 and the S&P 500. In addition, we’ve added equity index ETF’s and a layer of diversification consisting of multi-asset class ETF’s, which include commodities and precious metal positions that are not correlated to the equity markets.
Dynamic All Equity Strategy
Dynamic All Equity Strategy: An all-equity portfolio comprised of top NDX/SPX stocks by market capitalization utilizing a relative strength tactical model focusing on momentum leaders.
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
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Office 916-706-1234
Fax: 888-363-2937