Modern Capital Inc.
Tactical income solutions for advisors and institutions.
Modern Capital is an institutional asset manager focused on providing income solutions to family offices, financial advisors, and not-for-profits.
Provider Details
Highlights
Modern Capital Tactical Income Fund (MCTOX)
Seeks to maximize income while maintaining prospects for capital appreciation.
Actively managed, allocating across stocks, bonds, and closed-end funds.
Aims for consistent income through market cycles with controlled volatility.
Daily liquidity; open-end mutual fund structure.
Tactical Income Approach
Active, flexible allocation driven by market conditions.
Focus on cash flow generation without reliance on leverage.
Diversified holdings including high-yield, emerging-market debt, and covered-call equities.
- Provides access to private credit and income-generating real-asset opportunities.
- Designed for accredited investors seeking higher yield potential.
- Expands Modern Capital’s reach into private income markets.
Advisor & Investor Support
Personalized service for RIAs, institutions, and family offices.
Transparent reporting, accessible fact sheets, and regular market commentary.
Dedicated relationship management for advisor partners.
