Welcome to Advisors’ TAMP

If you are using Asset Mark, SEI, Envestnet, GeoWealth, Orion, Altruist, or other TAMPs, you can do MUCH better for your clients. Take some time to learn about our selectively chosen 3rd party managers by clicking here. 

Soon we will be adding strategies designed and run by Tactical Mind AI (some strategies that have a trigger built in to trade intra-month vs. at month or quarter end)

Trigger Papers

To read three white papers that discuss the pros and cons of using a trigger to make trades vs. rigidly making trades at month or quarter end, click on the following: 

–Minimizing Benchmark-Relative Drawdown Duration via Occupation Time Penalization

–Dynamic allocation strategies for absolute and relative loss control

–Benchmark‑based deviation and drawdown measures in portfolio optimization