TAAP (Tactical Asset Allocation Portfolio) is a long only portfolio that invests in four asset categories: (1) Equities, (2) Bonds, (3) Gold bullion, (4) Cash equivalents.
- TAAP uses no leverage and does not sell short.
- It can invest from 0 - 80% in equities, bonds, and gold or various combinations of each. It can also move up to 100 percent in cash equivalents.
- Portfolio management combines:
- Human experience and discretion
- Trend identifying programs built on decades of price data cycles
- Strict mathematical disciplines to manage allocations
- Fundamental research
- TAAP has an audited track record since 1992
- Auditor: Arthur F. Bell, Jr. & Associates, LLC.
- Daily liquidity for separately managed accounts
- AIS Principals maintain significant investments
- To invest, "accredited investor" status required.*
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*In general, investors must be “accredited investors” as defined in Regulation D under the Securities Act. Included within the definition of “accredited investor” are investors who fall within any of the following categories: (1) any natural person whose individual net worth or joint net worth with that person’s spouse at the time of his or her purchase exceeds $1,000,000; (2) any natural person who had an individual income in excess of $200,000 in each of the two most recent calendar years or joint income with that person’s spouse in excess of $300,000 in each of those years and has a reasonable expectation of reaching the same income level in the current calendar year; or (3) any entity in which all of the equity owners are accredited investors.
