FINANCIAL ADVISORS
Tactical income strategies for financial advisors
FINANCIAL ADVISORS
Tactical income strategies for financial advisors
FINANCIAL ADVISORS
Tactical income strategies for financial advisors
01
CAPABILITIES
Helping advisors navigate modern income markets
Differentiated tactical income strategies designed to help advisors improve diversification, income generation, and portfolio outcomes.
Differentiated Income Strategies
Actively managed tactical income strategies designed to help advisors move beyond traditional bond funds and passive income products through diversified exposure across modern income markets.
Active Risk Management
Continuous monitoring and tactical repositioning designed to help advisors navigate changing markets while seeking to improve risk-adjusted returns.
Specialized CEF Expertise
Deep expertise across the closed-end fund universe, including discount capture, tactical allocation, and active management of structural opportunities most advisors do not have the time or resources to monitor internally.
Advisor-Friendly Implementation
Available through major custodial and advisor platforms including Schwab, Fidelity, Pershing, RBC, and SmartX for streamlined implementation and portfolio integration.
Portfolio Diversification
Strategies designed to complement traditional equity and fixed income allocations through differentiated return streams and tactical portfolio management.
Institutional Experience
The investment team combines experience across institutional portfolio management, trading, financial advising, and investment technology to deliver actively managed solutions designed for modern portfolios.
01
CAPABILITIES
Helping advisors navigate modern income markets
Differentiated tactical income strategies designed to help advisors improve diversification, income generation, and portfolio outcomes.
Differentiated Income Strategies
Actively managed tactical income strategies designed to help advisors move beyond traditional bond funds and passive income products through diversified exposure across modern income markets.
Active Risk Management
Continuous monitoring and tactical repositioning designed to help advisors navigate changing markets while seeking to improve risk-adjusted returns.
Specialized CEF Expertise
Deep expertise across the closed-end fund universe, including discount capture, tactical allocation, and active management of structural opportunities most advisors do not have the time or resources to monitor internally.
Advisor-Friendly Implementation
Available through major custodial and advisor platforms including Schwab, Fidelity, Pershing, RBC, and SmartX for streamlined implementation and portfolio integration.
Portfolio Diversification
Strategies designed to complement traditional equity and fixed income allocations through differentiated return streams and tactical portfolio management.
Institutional Experience
The investment team combines experience across institutional portfolio management, trading, financial advising, and investment technology to deliver actively managed solutions designed for modern portfolios.
01
CAPABILITIES
Helping advisors navigate modern income markets
Differentiated tactical income strategies designed to help advisors improve diversification, income generation, and portfolio outcomes.
Differentiated Income Strategies
Actively managed tactical income strategies designed to help advisors move beyond traditional bond funds and passive income products through diversified exposure across modern income markets.
Active Risk Management
Continuous monitoring and tactical repositioning designed to help advisors navigate changing markets while seeking to improve risk-adjusted returns.
Specialized CEF Expertise
Deep expertise across the closed-end fund universe, including discount capture, tactical allocation, and active management of structural opportunities most advisors do not have the time or resources to monitor internally.
Advisor-Friendly Implementation
Available through major custodial and advisor platforms including Schwab, Fidelity, Pershing, RBC, and SmartX for streamlined implementation and portfolio integration.
Portfolio Diversification
Strategies designed to complement traditional equity and fixed income allocations through differentiated return streams and tactical portfolio management.
Institutional Experience
The investment team combines experience across institutional portfolio management, trading, financial advising, and investment technology to deliver actively managed solutions designed for modern portfolios.
02
SOLUTIONS
Two ways to put our strategies to work
However you build client portfolios, there’s a Modern Capital solution that fits.
Strategy
Managed Portfolio Program
Combine component strategies into a custom blend, or choose a pre-assembled portfolio — available on Schwab, Fidelity, Pershing, RBC, and SmartX.
Mutual Fund
Modern Capital Tactical Income Fund
A core income holding for client portfolios — daily liquidity, monthly distributions, $10,000 minimum. 5-Star Morningstar Rated.
“Many of us have worked directly with advisors or managed client portfolios ourselves, so we understand the real-world challenges of generating income, managing risk, and simplifying implementation.”
- John Tabb, CFP®, Chief Operating Officer, Modern Capital Management Co.
“Many of us have worked directly with advisors or managed client portfolios ourselves, so we understand the real-world challenges of generating income, managing risk, and simplifying implementation.”
- John Tabb, CFP®, Chief Operating Officer, Modern Capital Management Co.
“Many of us have worked directly with advisors or managed client portfolios ourselves, so we understand the real-world challenges of generating income, managing risk, and simplifying implementation.”
- John Tabb, CFP®, Chief Operating Officer, Modern Capital Management Co.
03
insights
A few of our best ideas
03
insights
A few of our best ideas
03
insights
A few of our best ideas
let's work together
Unlock strategic insights and expert guidance designed to give you a competitive edge.
let's work together
Unlock strategic insights and expert guidance designed to give you a competitive edge.
let's work together
Unlock strategic insights and expert guidance designed to give you a competitive edge.
© 2026 Modern Capital
Registered Investment Adviser
© 2026 Modern Capital
Registered Investment Adviser
© 2026 Modern Capital
Registered Investment Adviser