Corporate Hedging Home Page

Tactical Wealth Advisors offer a variety of corporate hedging programs for:

Executive Compensation
Private Placement Stock Options
Restricted Stock Grants
Commodity Consumption
Manufacturing Processes
Currency Risk
401k's
Currency Risk from Purchase & Sale Transactions

Advanced Reaction-based Strategy Adjustment methods can be as valuable for risk management purposes as they are in the process of creating wealth through the activity of investing. When combined with a correct understanding of the very idea of risk management and a strong knowledge of the available product base (derivative products), such methods can increase the overall profitability while diminishing the overall degree of risk.

The complexity of today's financial markets and the fast moving environment they accommodate requires a more careful monitoring of certain price trends. Corporations and financial institutions of various kinds and orientations can encounter significant detours from their initially established profitability targets because of the adverse effects of interest rate, exchange rates and commodity price trends. As with everything else in life, advance planning is always better than acting precipitously when it is too late.

Our Financial Risk Management activities concentrate on meeting myriad risk management advisory needs of a multitude of clients. The services offered are of different degrees of complexity, depending on (1) the degree and extent of the client's exposure and (2) the sophistication of the client's existing risk management program. The solutions proposed can vary from simple risk assessments to determinations, implementations and continuous follow-ups of complex hedging strategies.

Your benefits at a glance:

• Identification and quantification of relevant risks;

• Sound analytical model used for the determination of certain market risks;

• Access to an advanced knowledge of derivatives products;

• Determination and implementation of sophisticated hedging strategies;

• Mitigation or elimination of significant risks that may cap your firm's profitability at levels that might threaten its financial solidity.

Our risk management solutions can be straight advisory services or they may include different steps at the strategy implementation level. The market analysis and the strategy recommendation activities are conducted in-house. The strategy implementation, however, will take place through well-capitalized and strongly regulated third party financial institutions.

Hedging Solutions

Tactical Wealth Advisors’s corporate hedging service focuses on flexibility, soundness of knowledge and a prudent strategy-defining style as primary features to deliver customer satisfaction.

The flexibility component has to do with hedgers' ability to choose the most appropriate solution. This may depend on the nature, degree and extent of their exposure and the sophistication of existing risk management strategies.

The soundness of knowledge is related to our specialists' capacities, their skills and their amount of experience acquired in different relevant fields.

The prudent strategy-defining style is a function of our maturity in understanding that the risk management processes are all about removing the risky components from your final profitability indicators.

Our hedging solutions are structured distinctively depending on whether they are addressing needs of corporations or financial institutions. Tactical Wealth Advisors proposes variable services to its corporate clients.

• Our basic consultative package provides an appropriate mix of strategy recommendation and private consultation to clients who are exposed to commonly known problems.

• Our Retained Consultative package is a more complex and individualized service. It derives its solutions in the form of a short, medium and long term risk management strategy that accounts for the company's specific situation and objectives.

• Our Gold package goes beyond strategy determination and adds the component of strategy implementation and constant monitoring by a professional team.

• Finally, our Total Solution combines all design and implementation services with active management of your corporate hedging program.

Pricing:

Fixed percentage fee charged on a monthly basis to the average daily value of the account plus a contingency performance fee (provided the implementation yields positive overall results).

Your benefits at a glance:

• Professional, around the clock access to sophisticated hedging vehicles;

• Proper application and implementation of the previously determined hedging strategy;

• Personalized web access (including instant e-mail alerts to inform you about eventual strategy revisions as well as the current status of your hedging account)

• Unlimited private consultation, continuous monitoring, unlimited number of strategy revisions and unlimited number of strategy adjustments;

• State-of-the-art, "all-in-one" solution meant to save you time and let you concentrate on other important aspects of your day-to-day business.

There are two services currently offered to financial institutions.

• The Interest Rate Management service offers our perspective on interest rate trends and how they can impact financial institutions based on their actual durations of assets and liabilities.

• The Currency Risk Management service offers our perspective on exchange rate trends and how they can impact multi-currency assets and liabilities.

Please consult with us directly for complete descriptions of the above-mentioned services or click to request a corporate hedging free proposal.

 

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