503.575.1953

Investment management for trusts

Investment Management & Wealth Planning for Trusts in Oregon

Your Trusted Advisors for Wealth Preservation & Protection

Do you need professional investment management to help with your family’s financial future?

At Interactive Wealth Advisors, we are dedicated to helping you achieve your dreams by providing comprehensive wealth management for trusts services that include investment management, estate planning, and asset protection planning.

Call us today and let’s talk about how we can help you create a comprehensive trust investment management plan designed to achieve financial security.

How Can We Help?

At Interactive Wealth Advisors, we understand the importance of asset management for trusts.

Why People Hire Us

Retirement Planning

Our well-designed process and experience will leave nothing to chance when it comes to your successful retirement.

Investment management

Once we’ve helped you define your goals and objectives, our investment management will be the engine that drives your plan.

Transition planning

Whether you receive large windfall or an uninvited misfortune, we’ll help you make smart decisions and minimize the financial stress.

Business Owner Planning

With Interactive Wealth Advisors’ help, you can simplify the process by integrating your business and personal planning — in an attempt to find synergies that may help to provide tax and retirement planning opportunities.

Tax Planning

With Interactive Wealth Advisors’ help, you can simplify the process by integrating your business and personal planning— in an attempt to find synergies that may help to provide tax and retirement planning opportunities.

Estate Planning

At Interactive Wealth Advisors, our estate planning services are designed to help you protect your family and assets while making sure they are used in the way you want. Whether it is creating a simple will or advanced trust, we can develop a custom estate planning solution that fits your needs and goals.

IRA planning

Interactive Wealth Advisors is a fee-only financial planner in Portland, and our IRA retirement planning service will help you navigate the financial challenges of today’s dynamic retirement planning process.

Social Security Planning

Social Security is a crucial part of preparing for retirement. Created in 1935, the Social Security Administration (SSA) was designed to help protect people from becoming destitute if they become disabled or too old to work. It provides benefits to retirees, disabled workers, widows, widowers, and their families.

Holistic financial planning

When it comes to preparing for the future, you want a team that understands your goals, dreams, and finances. That’s why we offer holistic financial planning and sudden wealth counseling services that are specifically designed to help you make the most of your money.

Stock option planning

Wealth management

We are here to help you create a plan that works for your family and ensures that your assets are protected through the years. We can help you with a variety of trust services including:

Trust investment management

We can help you with your 401(k) plan and individual retirement account, as well as any other trust and investment services you might need.

We do not focus on any one particular strategy or asset class, but rather we create an integrated trust and asset management plan that fits your unique situation.

Wealth trust asset management

We offer comprehensive financial planning and wealth management in Oregon for individuals and families who have accumulated significant wealth. We can help you determine the best way to distribute your assets among beneficiaries, including children, grandchildren, and other family members.

Family wealth planning

We have extensive experience helping families structure trusts for different types of households, including single-parent households or those with multiple generations of family members living together.

Sudden wealth management

If you have recently inherited a large sum of money, such as an inheritance, or received a windfall from another source, such as an insurance settlement or a large gift from a family member, we can help you decide how to best use that fund to maximize its value.

Financial planning for business owners in Oregon

We understand the unique challenges faced by business owners who are not only trying to build wealth trusts security but also trying to run their business at the same time.

We can develop a comprehensive corporate trust and investment management plan that incorporates retirement savings and estate planning.

There are a number of key factors to consider in order to ensure that your trust has the best possible chance of meeting its objectives.

Best Practices For Wealth Management Planning

Your Trust Objective

This may include things such as generating income, providing liquidity, providing tax benefits, and/or estate planning purposes.

Asset Allocation Mapping

It is time to determine which investments are best suited for your trust goals. A well-diversified portfolio is the best way to protect your assets from the ups and downs of the market.

Investments Strategy Best Suited For Your Trust

No matter what type of fund you choose, it is important that the investment strategy meets all of your objectives (including risk tolerance).

Monitoring Process

The key to effective assets fund management is the ability to monitor the progress of your investments. This is especially important in an environment where there is a lot of volatility and market risk.

We plan for tailored investment solutions for our clients. This is based on an in-depth understanding of the client’s objectives, as well as their risk appetite and financial situation.

Our Process

Step 1: Assessment of Client Needs

We assess each client’s needs and objectives to determine if they are suitable for our services. This includes looking at their current situation and determining what they would like to achieve with their investment portfolio over the next 5-10 years.

Step 2: Investment Recommendations

We recommend specific investments that meet each client’s needs and objectives and also recommend how often the investments should be adjusted or rebalanced in order to keep them within their target asset management and allocation targets.

Step 3: Asset Allocation

In addition to analyzing each client’s investment portfolio, we also perform periodic rebalancing so that their returns match their target allocations as closely as possible. This helps keep them from experiencing volatility in their returns or getting out of balance with their risk tolerance (as measured by volatility).

Step 4: Investment Monitoring and Management

We monitor our clients’ investments on a regular basis to ensure that they are being allocated in the most efficient manner for their goals and risk tolerance and growing as fast as possible.

Who Is It For?

Retirement Savers

Individuals who have retirement savings accounts, IRAs, 401(k)s, or similar plans through their employers, which they want to be managed in order to maximize their returns over time.

Individual Investors

Individuals who have high net worth or want to start a trust investment account for their children or grandchildren. We can help you set up these accounts in a very short period of time.

Business Owners

Business owners who want to protect their business interests from adverse events, such as bankruptcy or loss of control of the company.

High Net Worth Individuals and Families

Families with significant assets who want to maintain their lifestyle while preserving wealth for future generations through charitable giving or estate planning.

Why Choose Us?

Here are some of the reasons that our clients choose us:

We provide objective, unbiased advice

We believe in providing our clients with objective and unbiased advice that is based on our knowledge of the market and our understanding of your needs and goals.

We have a proven track record of success

Our team has been helping clients achieve their financial goals since we first opened our doors over 10 years ago. We understand how important it is for our clients’ financial security, and we take this responsibility very seriously.

We have a team of professionals who are dedicated to helping you succeed with your investments

Our trust business team comprises certified financial planners who have decades of top-level experience.

Our clients are our top priority

We take pride in treating all of our clients equally regardless of how big or small their business is or how much time they spend with us as part.

You can rely on us if there is ever an emergency situation

If there is ever an emergency situation that comes up, we will be there to help you through it and work diligently to resolve it as quickly as possible.

Frequently Asked Questions

What is investment management for trusts?

Investment management for trusts is a process of choosing and implementing assets and investment portfolio management strategies for trusts, including allocation, diversification, rebalancing, and risk monitoring. It also includes investing in equities, fixed income securities, and asset trust management.

Why should trusts use wealth & investment management?

It is important for trusts to have a good understanding of their financial situation as well as the needs of their beneficiaries. In order to achieve this, it is important that trustees have access to independent advice from a financial advisor or asset management company who can advise on all aspects of trust management, risk management, and estate planning.

Is it worth hiring a financial advisor for a trust investment management consultancy?

Yes. There are many benefits to hiring specialized trust services companies, including providing you with: A greater understanding of the legal framework within which they operate; A better understanding of how tax regulations affect them; A better grasp of the impact that inheritance tax legislation has on them; A more thorough knowledge of how trust funds work and what they can do with them.

How can Interactive Wealth Advisors help?

As a registered investment advisor, we have access to specialty corporations who can act as your trust’s trustee and help you understand your financial situation. All of this will allow you to make better decisions about your investments and how they impact your family. We will work with you throughout the year on a personalized investment plan that helps you achieve your trust’s investment and management goals.

Are investment management fees tax deductible for a trust?

Most advisory, tax preparation, including investment trust management, and similar fees are categorized as miscellaneous itemized deductions at least until 2026. The tax code has a special rule that allows trusts to deduct these expenses in full, provided the expense is unique to the trust and would not be commonly or customarily incurred by an individual.

How much does trust investment management cost?

At Interactive Wealth Advisors, we offer a wide range of fee structures, which are based on the assets we manage for our clients. Most of our clients pay less than one percent a year.

ABOUT INTERACTIVE WEALTH ADVISORS

Interactive Wealth Advisors is a Registered Investment Advisory firm in the State of Oregon and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

Schedule a Call Today

Book now

DROP US A MESSAGE

Interactive Wealth Advisors are committed to helping you reach financial freedom. If you are in need of financial advice, please complete the form below.