Contact The Founders Group Today! Phone: (713) 871-5919
Home » Money Management

Money Management

What is a Tactical Money Management Approach?

Tactical Money Management Investing is an active and daily management style. One of the benefits is that it is daily in nature. In other words, a tactical money manager will move between cash, asset classes, styles, segments or markets on a daily basis. The idea is that you want to take advantage of strengths in certain sectors while avoiding weaknesses in others. The approach will sometimes be “all in” or sometimes “all out” of the market, and it is based on the analytical research and forecasts of the model. It is a very effective way of managing risk for your “Red” money in the ABC’s of Retirement Planning Model.

The Tactical Money Management approach is the wave of the future and critical for the investor to take advantage of if you are going to be in the market at risk. It is information driven and considering that the investment world travels at the speed of the internet, that is critical.

With Tactical Money Management strategies you can choose bond risk, equity risk, high dividend models, capital preservation models, growth models, or a blended approach.

More Information

For C (Red) Risk Money we utilize a tactical management style. We provide investors with the opportunity to be positioned in equities and bonds during major rising markets and to also minimize the damage caused by market declines.

Using time-tested active investment approaches based on technical analysis, we adapt portfolio positions to respond to perceived opportunities presented by current market conditions.

Through the use of Exchange Traded Funds (ETFs), no-load and load-waived mutual funds, and the safety of cash or money market funds, we achieve diversification to minimize individual security risk while adding an additional layer of management expertise that looks specifically at market and sector risk.

By preserving capital during market declines yet participating in market up trends, we strive to provide investors with higher “risk-adjusted” rates of return.

The Benefits:

  • Watch over client’s assets every single day
  • Emphasize a disciplined global, tactical asset allocation process
  • Deliver great flexibility to investment strategies
  • Provide innovative and consistent risk management
  • Align investment strategy with client investment objectives and tolerance for risk
  • Provide on-going portfolio performance monitoring
  • Deliver clear, timely reporting to keep track of portfolio progress
  • Provide clients with full account transparency

Advisory services are offered through First American National Advisors, an SEC Registered Investment Advisor. Any and all content on this website should be in no way construed or interpreted as a solicitation to sell or offer services on the others behalf. Insurance services are offered separately through Founders Group, Inc.

Complimentary Report
"Maximizing Your Retirement ”
Find out how you can be in control of your retirement, with “Secrets to a Tax-Free Retirement”


*Email Address:

*Phone Number:

About The Founders Group, Inc.
The Founders Group
Our mission is to help our clients build, protect & preserve their assets. We’re passionate about having our clients experience financial peace of mind for today, tomorrow and their future.
Learn More About Founders Group
Request our newsletter
We believe in identifying all the critical facts necessary to make a sound financial decision – one that is in your best interest – BEFORE making the decision.
Sign up for our newsletter
Educational Videos
We’re committed to helping you make informed decisions about your financial future. View our library of informational videos.
View Our Videos

At The Founders Group Inc., helping you meet your financial needs is our FIRST priority.

Contact us at (713) 871-5919 to schedule a time to discuss your financial situation and the potential role of insurance products in your financial strategy.

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

The Secrets To a Tax Free Retirement Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance products in the future.