ATAC Rotation Fund Investor Class (ATACX)

Overview

The company operates as an investment adviser, focusing its activities on managing a fund that primarily invests in a broad range of exchange-traded funds (ETFs). These ETFs are selected based on their ability to track various indices, including those representing the equity and fixed income markets as a whole or specific sectors or market segments within these markets. By investing in ETFs that track diverse indices, the company aims to provide a diversified investment option that incorporates the performance of large, medium, or small capitalization companies, both domestic and international. The underlying ETFs may focus on specific sectors, encapsulating groups of companies with similar characteristics or market segments, thus offering targeted exposure to different areas of the market.

Products and Services

• Diversified ETF Portfolio

  This product offers investors the opportunity to invest in a diversified portfolio consisting of various exchange-traded funds (ETFs). The portfolio is designed to track different indices or multiples thereof, which may include equity and fixed income markets overall, as well as specific sectors or market segments. This approach aims to provide a balanced exposure to different areas of the market, potentially reducing risk while seeking to capitalize on growth opportunities.

• Sector-Specific ETFs

  For investors looking to target specific sectors within the market, the company provides options to invest in ETFs focusing on large groupings of companies that share similar characteristics. This service allows for specialized investment in certain areas of the market, offering the potential for targeted growth based on sector performance.

• Market Segment ETFs

  The company also offers investment options in ETFs that specialize in particular market segments, such as large, medium, or small capitalization companies, and domestic or foreign markets. This service is designed for investors seeking to fine-tune their market exposure according to company size or geographical focus, potentially leading to customized risk management and growth strategies.