Tactica LLC

Overview

Tactica LLC is an independent registered investment adviser that provides financial planning and portfolio management to individuals, families and some institutional relationships. The firm operates under an owner-managed structure and charges a mix of percentage-of-AUM and fixed fees for its services. Its stated investment preference is toward equities, and its advisory activity centers on tailored planning and discretionary portfolio mandates for smaller numbers of high-net-worth clients. Tactica is not identified as an active ESG investor and does not present itself as a multi-state or pension consultant advisor. Tactica maintains professional linkages with accountants, law firms and insurance companies, which suggests it coordinates advice across tax, legal and risk-transfer considerations for client households. The firm reports using both mutual funds and annuities alongside more direct public-market equity exposure and external alternative managers.

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Public Holdings

Investments & Alternatives

Location & Offices