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The Tactical Alliance Advantage

RIA Solution for Growth & management

 

Build stronger client relationships based on improved financial portfolio performance.

expanding Your opportunities

Consistent Responsive Flexible  

Independence and growth are key to the success of the RIA.

With the Tactical Alliance Advantage, the unique needs of your clients are met with proprietary strategies that support your goals and revenue growth despite changing market conditions.

Your RIA Advantage

Effective risk-management for unique and diverse investment portfolio managment.

Versatile Blended Portfolio

Maintains a consistent level of volatility protecting assets within a portfolio focused on positive returns regardless of market direction

Proven Results

Extensive back-testing supports a model that responds more accurately to market conditions, simultaneously maximizing returns while minimizing risk.

RIA Solutions for the clients you serve

Proprietary strategies and a robust infrastructure offer you choice and management solutions for an effective approach focused on portfolio growth.

Execution

The Alliance Edge

Targeted Strategies

New Generation Multi-Asset

Adaptive Asset Allocation

Tactical Fixed Income

 

 

Customized Blended Portfolio

Conservative Flex Portfolio

Moderate Flex Portfolio

Balanced Flex Portfolio

Moderate Growth Flex Portfolio

Growth Flex Portfolio

Execute & Monitor

Our experienced professionals provide the day-to-day asset management on your behalf, offering you the opportunity to build stronger client relationships based on improved portfolio performance.

Services

RIA Alliance Services

Our Alliance Program provides the opportunity to expand your business and revenues by offering a value-added, asset management program to your clients.

Our services help you educate and inform your clients, while supporting your efforts with the at-a-glance information you need, when you need it. 

Build your AUM book with effective active strategies that will manage risk in addition to maximizing long term growth potential.

Management Model – Providing full portfolio management and strategy support in our tactical models

Research Model – Monthly portfolio rebalance allocations provided through a secure Advisor Portal

Monthly market & portfolio summaries

Marketing materials provided for client presentations (PowerPoint, Brochures, Fact Sheets)

White labeling for personal branding strategies to your firm

 

Contact Us

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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