Introducing Kevin Gerard

Introducing Kevin Gerard

In an investment environment in which the importance of controlling risk has never been more critical for 401(k) Plan Sponsors and Participants, the Tactical ETF Strategies provide a professional, actively managed approach in a series of tactically managed Collective Investment Funds (CIF's) for use within qualified retirement plans.


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Kevin Gerard
Tactical ETF Strategies

Gerard Asset Management established Tactical ETF Strategies as a direct result of the secular bear market that we have experienced since 2000. Investors expect an investment solution that will work in all environments, which will actively remove risk in turbulent markets and increase risk as opportunities arise. The Tactical ETF Strategies employ a number of highly experienced, highly regarded asset class strategists who will proactively make this shifts in a series of constrained and unconstrained portfolios. These strategists will use ETF’s (Exchange Traded Funds) as the underlying investment vehicles within each Collective Investment Fund (CIF).

Tactical ETF Strategies is a division of Gerard Asset Management, LTD., a FINRA broker/dealer and a Registered Investment Advisor. Kevin Gerard founded Gerard Asset Management, LTD., in 1993 to provide 401k plan sponsors and trustees with administrative support and investment services. Tactical ETF Strategies provides TAG, LLC with marketing and administrative services for their CIF's.

Mr. Gerard received B.S. in Accounting from Marquette University and is a Certified Public Accountant. Mr. Gerard began his career at a prominent mutual fund family and was instrumental in developing an investment management solution for corporate retirement plans. In 1993, Mr. Gerard established Gerard Asset Management, a registered Broker Dealer that focused on developing similar solutions for corporate retirement plans and affluent investors.


Tactical ETF Strategies:  N87 W16420 Appleton Avenue, Menomonee Falls, Wisconsin 53051 Map It

E-Mail:    Phone: 262-250-0800


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