Tactical Money Management vs. Strategic Money Management

“Managed Money is singularly focused on providing the very best in investment management services with an emphasis on: Both the appreciation and preservation of a client’s assets or in other words–making money and NOT losing money; and Providing a platform that aligns the best interest of the client with that of the representative of the company.” — Bob Van Sandt, Member, FAN

Tactical Money Management


Look, “Buy and Hold” simply isn’t a viable strategy. Don’t take our word for it, take the expert opinion of Professor Lubos Pastor, who wrote a 450 page white-paper on the topic a few years ago:¬† Fox Business News: The Truth Behind “Buy and Hold”. Our money managers use a tactical approach, just as a good captain of a sailboat would use to continue to make progress even against a headwind!

Institutional Level Research and Analysis of Overall Economic Conditions

Multiple Asset Classes:

  • Stocks
  • Bonds
  • Commodities
  • Alternatives
  • Cash

Active Money Management and Asset Allocation Utilizing Trend Analysis

Primary Focus on Reasonable Appreciation While Mitigating Major Market Downturns


Strategic Money Management

Institutional Level Research and Analysis of Specific Asset Classes

 Diversification Within Specific Asset Classes:  Individual Holdings/Sectors

Buy and Hold a Somewhat Fixed Allocation of Primary Asset Classes

Maximum Performance with Acceptable Downside Exposure