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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