Overview

UPDATE: NOV 1st, 2016: PLEASE NOTE THAT THE TACTICAL MERIDIAN PROGRAM IS NOW CLOSED TO NEW INVESTMENT FROM NON-INSTITUTIONS. (INSTITUTIONS WILL CONTINUE TO BE SUPPORTED)

The Tactical Asset Management ATLAS Diversified FX Program is a multi-manager FX-specific program that serves functionally like a fund-of-funds. Although all the managers in the program uniquely trade FX, they all have differing strategies, styles and time-horizons thus adding to diversification and reducing volatility. Tactical Asset Management carefully selects, scrutinizes and proactively manages the sub-advisors in the program.

Suitability

• The ATLAS Program brings together a team of experienced currency traders and managers who employ a variety of strategies. Managers are selected based on their system, strategy and time horizon in an effort to achieve strong returns with minimal relative risk.
  
• Some strategies are systematic, in that advanced computer models direct trading decisions. Most systematic traders use proprietary algorithms that incorporate some form of technical  analysis to identify low risk, high reward trading opportunities. Other managers use their specialized knowledge in a few specific currencies to identify opportunities.
  
• All managers trade with varying time horizons using differing strategies, from different time-zones, focusing on different currency pairs
  
• Through this multiple sub-adviser model, Tactical is able to offer clients non-correlated returns, reduced volatility, the benefits of institutional-quality diversification all with the simplicity of a single account.
  

Benefits

• Low Minnimum Investment
  
• Low Correlation to Equities and Bonds
  
• Highly Liquid
  
• Greater Transparency
  
• Actively Managed
  
• Absolute Return Focus
  
• No Loads
  

Goals

1. To target significantly above-market, independent, absolute net-returns each year
2. To limit losses to not greater than 5% in any month
3. To seek volatility that is half that of the S&P 500

INVESTMENT OPPORTUNITY: The relationship each country's currency holds in relative value to that of other countries is constantly fluctuating in response to the balance of trade, current accounts, interest rates, governmental policies and more. Inefficiencies occur as major banks, governments and institutions open or liquidate large positions in particular foreign currencies.
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RISK MANAGEMENT: Since currency markets trade 24 hours per day, the gaps in pricing and overnight market risk do not occur as readily as those seen in equity and bond markets. The interaction of large banks and multinational corporation supports smooth transitions in the price trend of currencies. Though there are never guarantees against loss, support tools for risk reduction can be more advanced in the currency markets than in most other markets.

Suitability

• Investors who seek absolute performance returns, not relative to a benchmark or index
  
• Investors seeking investments not correlated with stocks, bonds or real estate
  
• Investors who prefer paying for performance, rather than for loads
  
• Investors who prefer total investment liquidity
  
• Investors who fully understand and appreciate the risks associated with alternative investments and with leverage
  
• Investors seeking greater transparency in their investments
  

Account Requirements

1. $3,000,000 minimum investment ("QEP" Qualified / Accredited  Investors ONLY)
2. Completed Account Opening Documents (including a valid copy of all requisite photo ID)
3. Signed Copy of Tactical Asset Management's Disclosure Documents, FX Management Agreement and Limited Power of Attorney Form