INSIGHTS
By
John Tabb,
Chief Operating Officer
Aug 15, 2025
The Modern Capital Tactical Income Fund is now live on SMArtX, giving advisors easier access to our tactical income strategy. Learn how this expansion enhances portfolio flexibility and income generation.
Expanding Advisor Access
We’re excited to announce that the Modern Capital Tactical Income Fund is now available on the SMArtX Advisory Solutions platform — a milestone that expands our accessibility to financial advisors across the country.
At Modern Capital, our mission is to deliver institutional-grade, income-focused strategies to financial advisors seeking better outcomes for their clients. By joining SMArtX — one of the industry’s leading UMA platforms — we’re making it even easier for advisors to access and implement the Modern Capital Tactical Income Fund through their existing systems.
This new platform availability provides operational efficiency and investment flexibility for SMArtX users, allowing them to allocate to the fund seamlessly.
Why the Tactical Income Fund?
The Modern Capital Tactical Income Fund is designed to serve as a stand-alone solution or satellite allocation within income-oriented portfolios. The strategy offers:
Active management of closed-end funds (CEFs)
Tactical positioning in response to changing market conditions
Attractive and consistent income generation
Institutional pricing with advisor-friendly implementation
Our team focuses on uncovering value in inefficient corners of the CEF market, with a deep emphasis on distribution sustainability and cash flow predictability — factors that we believe are vital to long-term income-focused investing.
A Strategic Collaboration
SMArtX is known for its advisor-centric technology, open architecture, and robust manager marketplace. Bringing the Modern Capital Tactical Income Fund to their platform is a strategic decision — one that aligns with our goal of delivering tactical income strategies wherever advisors need them.
This collaboration simplifies the allocation process for SMArtX advisors while reinforcing our commitment to transparency, access, and innovation.
Already Using the Fund?
If you're currently allocating to the Modern Capital Tactical Income Fund and also happen to use SMArtX, you now have a streamlined way to integrate our strategy into your portfolio workflows.
For details on accessing the fund via SMArtX, contact our distribution team using the form below.
