497 1 tist-497_020124.htm SUPPLEMENT DATED FEBRUARY 1, 2024

TACTICAL INVESTMENT SERIES TRUST

 

TFA Tactical Income Fund

Class I: TFAZX

Tactical Growth Allocation Fund

Class I: TFAFX

TFA Quantitative Fund

Class A

Class I: TFAQX

TFA AlphaGen Growth Fund

Class A

Class I: TFAGX

 

Supplement dated February 1, 2024

to the Fund’s Statement of Additional

Information (“SAI”) dated April 28, 2023

 

 

The following information replaces the officers’ table beginning on page 19 of the Tactical Investment Series Trust’s SAI under the section labeled “MANAGEMENT OF THE FUNDS.”

 

Name, Address and Year of Birth Position(s) Held with the Fund Term of Office/ Length of Time Served Principal Occupation(s) During Past 5 Years

Other Directorships Held by Trustee

During Past 5 Years

Keith Schmidt

 

Birth Year: 1969

President Since October 2023 President, Tactical Fund Advisors, LLC (2023-Present); President Horter Investment Management, LLC (2023-Present); Executive Vice-President & National Director of Advisory Services, Bancoporation, Zions Bank (2014-2023) None

Bo J. Howell

 

Birth Year: 1981

 

Secretary Since February 2022 Managing Member, FinTech Law, LLC (2022—present); Shareholder, Strauss Troy Co., LPA (2020-2022); CEO of CCO Technology, LLC (d/b/a Joot) (2018-present); Partner, Practus LLP (2018-2020) None

Larry Beaver

 

Birth Year: 1969

 

Treasurer Since February 2022

Fund Accounting, Administration and Tax Officer, M3Sixty Administration, LLC (2017-Present); Assistant Treasurer, 360 Funds (2017-2021); Chief Accounting Officer, Amidex Funds, Inc. (2003-2020); Assistant Treasurer, M3Sixty Funds Trust (July 2017-Present; Assistant Treasurer, WP Funds Trust (2017-2021)

None

Cory Gossard

 

Birth Year: 1972

Chief Compliance Officer

Since January 2024

 

Director of Compliance, PINE Advisor Solutions (2021 to Present); Chief Compliance Officer, Vident Investment Advisory (2020); Chief Compliance Officer, SS&C ALPS (2014 to 2020) None

Tim Easton

 

Birth Year: 1968

Anti-Money Laundering Compliance Officer

 

Since January 2024

 

Head of Operations, M3Sixty Distributors, LLC (2024-Present); Head of Transfer Agency, M3Sixty Administration, LLC (2022-Present); Self Employed (2020-2022); Head of Sales, M3Sixty Administration, LLC (2019-2020)

None

 

 

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