Tactical Strategies – Fact Sheets

Important: For advisor use only. Not for use with the public.

Model Capital Management LLC offers to Advisors the following tactical strategies:

The above strategies may be offered to investors as separately-managed accounts (SMA) or as unified managed accounts (UMA) on a custodian platform. In most cases, it is managed by the applicable Managing Advisor who is responsible for custody of client assets, and sub-advised by Model Capital Management LLC. Terms and restrictions may apply, such as a minimum investment amount. Please contact us for more details.

Model Capital Management LLC is a tactical investment manager. Please review the following pages for more information on Model Capital's unique approach to tactical investment management and tactical management SMA strategies.


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