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
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