Covered Bridge Tactical, LLC (CBT) is uniquely designed to serve the needs of successful investment advisors.  By subcontracting the day to day investment process to CBT, successful advisors free the time needed to concentrate on growing their business.  Alternatively, a successful advisor may take the first step toward retirement by subcontracting the day to day investment process to CBT.  Either way, CBT is prepared to serve your needs while you maintain your key client relationships. 

Mission Statement

CBT is an active investment, fee only, Registered Investment Advisor that acts as a sub-advisor to investment advisors.  CBT builds portfolios exclusively with low cost exchange traded funds (ETFs) to capture the full impact of our tactical allocation decisions.  At CBT, our goal is to provide consistent after fee market returns without placing client assets at unnecessary risk. 

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•  CBT is not a hedge fund.


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•   CBT is not looking to capture every 3% move in the market.

The Tactical Advantage

A tactical approach adapts to changing market conditions.   Over the long term equities have provided very positive investment returns, but stocks do not move higher in a smooth line.  The long term advance has been punctuated by declines

that generally last three to six months, but sometimes last for years.  Our tactical model allows us to preserve client assets during these difficult periods.  This responsive, flexible approach lowers client and advisor stress during periods of unusual economic variability or high market volatility. 

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Availability: Registered Investment Advisors 

CBT’s Model Portfolios are available to Registered Investment Advisors or Registered Representatives, whereby CBT, in a sub-advisory capacity, will manage client investment assets on behalf of the client’s investment adviser (Advisor).  In such

sub-advisory engagements, CBT’s role is limited to management of the assets at the direction of the Advisor.  For all such sub-advisory engagements, the Advisor is exclusively responsible for the initial and ongoing client suitability determination, and providing all client contact.  CBT will provide ongoing monthly and quarterly performance reporting through its custodian Pershing LLC. Pershing will also provide ongoing tax reporting at year end as required by law.

Availability:  Individuals

Individuals are invited to participate in CBT through one of our registered investment advisor clients or through our parent company Capital Planning Advisory Group.

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Learn More / Market Comment

Please email George N. Luciani (gluciani@cpaginc.com) to receive more information about CBT.  Registered Investment Advisors, Registered Representatives, and Certified Financial Planners are invited to learn more about our Organization, Philosophy, Process, and Performance by requesting a password in order to access restricted areas of this site. 

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Our Organization

Assets are managed by our President and Chief Investment Officer, George N. Luciani, CFP.

George N. Luciani, CFP

Mr. Luciani has been recognized for his advisory acumen by being named one of Worth Magazine's Top 250 Financial Advisors in 1996, 1997, 1998, 1999, 2001 and 2002. Mr. Luciani has made regular appearances on local and regional radio programs discussing financial advisory issues, as well as other areas of interest concerning the Institute of Certified Financial Planners. Additionally, Mr. Luciani has been a guest on the nationally syndicated The Dolan Show, as well as Money Club with Bill Grifiths.

For several years Mr. Luciani authored a bi-weekly newspaper column entitled Your Money which appeared in the business section of The Times of Trenton. Additionally, he has published articles, and book reviews on retirement, estate planning and asset management which have appeared in the Journal of Financial Planning, Prentice Hall Publishers and local Chamber of Commerce publications. 

Mr. Luciani is past Chairperson of the Corporate Relations Committee for the Institute of Certified Financial Planners. He has also served as the Regional Director of the Institute, where he was responsible for representing the professional interests of approximately 3,000 Certified Financial Planner licensees in 15 societies between Maine and Maryland. Mr. Luciani is also the former Chairperson of the Princeton Society for the Institute of Certified Financial Planners.

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In the Media