Fiduciary Tactical Strategies, Inc.

Fiduciary Tactical Strategies, Inc. (FTS) is a registered investment adviser founded in 1986, with Terry G. Bommer as the sole shareholder. The firm offers investment management services to individuals, families, trusts, estates, and family businesses. FTS provides two types of services: direct account management on a discretionary basis using tactical asset allocation strategies, and investment consulting where clients are referred to independent money managers. FTS manages assets totaling $12,851,141 as of December 31, 2024, all on a discretionary basis. The firm's fee schedule ranges from 2.0% to 1.6% based on assets under management, with negotiable rates for accounts over $1,000,000. FTS does not receive commissions on financial products and does not charge performance-based fees. The investment strategy primarily involves dynamic asset allocation and market timing using index funds and ETFs. Clients have the option to impose restrictions on investments, and FTS conducts periodic reviews based on client needs and market conditions. FTS has a Business Continuity Plan in place and maintains an information security program to protect client data. Terry Bommer and Charles Weed are the supervised persons at FTS, with Terry Bommer serving as President and Charles Weed as an advisor.