Investment Management in Portland, Oregon

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

Interactive Wealth Advisors (IWA) is a cutting-edge investment management company that uses state-of-the-art technology to help clients achieve their financial goals. IWA’s investment management platform uses machine learning algorithms to identify market trends and opportunities and then creates custom investment portfolios that are tailored to the individual’s risk tolerance and investment goals. The company offers various services that include asset management, retirement planning, and estate planning.

Our process

Interactive Wealth Advisors takes a top-down approach to identify market trends and spot potential problems that could lead to significant losses. Our process is designed to provide our clients with the best possible investment options while minimizing risk and cost. We use a variety of investment strategies, including fundamental, active, passive, and indexing, to help our clients achieve their financial goals.

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Why People Hire Us

Retirement Planning
Our well-designed process and experience will leave nothing to chance when it comes to your successful retirement.
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Transition planning
Whether you receive large windfall or an uninvited misfortune, we’ll help you make smart decisions and minimize the financial stress.
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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.
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How can we help?

Interactive Wealth Advisors investment management uses various algorithms and artificial intelligence to help make investment decisions and minimize portfolio volatility during turbulent times. Our tools allow us to evaluate ETFs, individual stocks, market trends, market risk/reward, and sectors to improve our long-term odds of achieving our clients’ desired outcomes. 

Who is it for?

Interactive Wealth Advisor’s investment services are designed to benefit individuals and business owners in the high-tech and science industry. 

Our clients benefit from the fact that our advisors are experienced and knowledgeable in investment and their client’s industry. They can provide guidance and recommendations that will help them reach their financial goals while factoring in their client’s unique financial situations and help them to make informed investment decisions.

Why Choose Us?

Make your money work for you
Interactive Wealth Advisors believes that the key to successful investing is to put your money to work for you. That’s why we take a hands-on approach to investment management.
Personalized approach
Our seasoned financial advisors will work with you to find suitable investments that fit your risk profile and long-term investing goals.
Plan adjustments for better results
We also believe that technology plays a critical role in investment decision-making. We use technology to track your portfolio performance, find new opportunities, and make portfolio adjustments as needed. We are constantly exploring new ways to help you make the most informed choices.

If you’re like most investors in Portland, you’ve struggled to feel good about your investing. Is now the time to buy?

Should I just sit tight? Maybe I need to make some changes? If you feel more like you’re winging it than working a deliberate plan, then we’ve got a solution for you.

At Interactive, our investment activities are driven by a rigorous, multi-step process. We focus on building cost-effective portfolios based on the latest academic and real world evidence on how capital markets have thrived over the years. You’ll feel confident knowing the Interactive approach is constantly optimizing your portfolio to maximize performance while minimizing risk.

We also knows that sometimes it makes more sense to sit on the sidelines than ride violent markets down. Our defensive approach uses the derivative markets to spot and avoid these violent markets. That way, you can sleep at night, knowing you’re nest egg isn’t at risk.

Interactive Wealth Advisors are  committed to helping you reach financial freedom.  If you need financial advice, please contact us.

investment management consultants portland, OR

Our Tactical Approach

We offer four Tactical strategies providing risk-managed exposure to US and global markets. These strategies are designed to react to short-term changes in market environments, striving to protect on the downside while continuing to participate on the upside.  This innovative, risk-management methodology is designed to distinguish between normal and potentially profitable volatility, and abnormal and potentially unprofitable volatility. It is an approach that is grounded in Nobel Prize-winning modern portfolio theory and behavioral economics.

Our Tactical strategies, utilizing our innovative, volatility-based, risk-management methodology can be effective at exiting markets before large losses materialize while providing investors the opportunity to be aggressively invested during stable and potentially profitable periods.

How It’s Different

The conventional approach used by most firms in Portland relies on correlations and volatilities being stable across their holdings.  In addition, it employs a constant allocation to low-return, fixed-income holdings.  In volatile markets, this approach provides limited downside protection as asset classes become highly correlated and drop in tandem as evidenced in the 2008 and 2001 market crashes.

Our Tactical approach expects varying correlations and volatilities across holdings.  Instead of permanent allocations to low-return, fixed-income holdings ours are temporary based on market conditions.  We rely on our risk-management process, which is designed work most when you need it.

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Our Adaptive Approach

Our Adaptive strategies are designed to maintain diversification while systematically identifying and allocating to the stronger-performing asset classes and managers. As markets evolve and new, strong performers emerge, the strategy adapts.

The philosophy behind the Adaptive strategies is grounded in nearly 20 years of academic and practitioner research that demonstrates that momentum leads to trending markets (i.e. that strongly performing markets today are likely to be strongly performing in the near future.)

The research shows that momentum works broadly across asset classes including US stocks, foreign stocks, bonds, commodities, and currencies. Research in this area demonstrates that markets have exhibited statistically significant trends for well over a century going back at least to 1880.

How It’s Different

Our Adaptive strategies use a model to measure the systematic exposures and alpha of ETFs that make up the components of the portfolio. This portfolio is designed to track a global market portfolio. The algorithm then directs the portfolio to underweight the weaker asset classes and the weaker performing funds while seeking higher-alpha components across all asset classes.

Building off the global market portfolio, the Adaptive strategies are diversified across a broad basket of asset classes by investing in up to three different investment styles (index funds, smart-beta funds and liquid alternative funds).

By utilizing an algorithmic decision-making process, the strategies follow an unemotional, disciplined process that provides a consistent and repeatable investment experience.  Our quarterly rebalancing process, then analyzes a pre-qualified universe of investment choices seeking the most attractive combination of cost‑effective ETFs with the goal of managing risk while pursuing attractive return opportunities.

Our Structured Approach

Over the long term, markets work.  Our Structured strategies are built on the philosophy that a diversified, disciplined, and low-cost portfolio is the best way to leverage the power of global markets.

DIVERSIFIED

Nobel prize-winning economist Harry Markowitz is famously attributed with saying that the only “free lunch” in investing is diversification.  By diversifying, you may improve potential returns for a given amount of risk.  The Structured strategies are grounded in the Global Market Portfolio and are among the more broadly diversified portfolios in the market.

DISCIPLINED

Research by Nobel prize-winning economists William Sharpe and Eugene Fama suggests that it’s almost impossible to consistently beat the market.  That’s why the Structured strategies follow a disciplined and passive approach to investing.  Regardless of how markets are performing in the short run, Structured stays invested and ready for long-term growth.

LOW COST

Structured is built using inexpensive, highly-liquid ETFs to minimize costs and help investors keep more of their earnings.  Cost is one of the single biggest factors impacting investment performance that can be controlled, and Structured aims to keep costs down without sacrificing quality.

The Structured strategy relies on time and consistent exposure to the markets.  The Structured investor is:

  • PATIENT – Structured usually is best suited for investors who believe in disciplined asset allocation and have sufficient time to make up for periodic declines.
  • RISK TOLERANT – While Structured offers six strategies with varying risk levels, it is a long-term strategy that maintains exposure to key asset classes regardless of short-term performance.
  • FEE CONSCIOUS – Structured seeks to minimize management and trading costs, which may reduce a portfolio’s performance, thus allowing investors to realize more of the potential benefits of long-term growth.

Frequently Asked Questions

What is investment management?

Investment management is the process of overseeing the financial affairs of a company or individual and making recommendations on how to best use their resources. It encompasses a variety of disciplines, including accounting, finance, and investment. Investment management is often involved in the decision-making process for major financial decisions, such as acquisitions, divestitures, and capital allocation.

An investment management professional uses several tools and techniques to make decisions. These include fundamental analysis, financial modeling, trend analysis, risk assessment, and stock analysis. They also use historical data to make predictions about future events and trends. Investment managers may also employ market sentiment indicators to help them make informed decisions about which stocks to buy and sell.

Why should you manage your investments?

It is essential to manage your investments to ensure that you get the most out of your money. This means that you should periodically review your portfolio and make adjustments as needed. In addition, you should invest in assets that will provide you with long-term returns. This means choosing stocks, bonds, and other types of investments that will give you a higher rate of return than the interest rates available on savings accounts or CDs.

Additionally, it is crucial to diversify your portfolio to not be overly exposed to any one type of investment. By having a mix of different types of investments, you are less likely to experience significant market fluctuations. Finally, keep in mind that your portfolio should reflect your financial goals and objectives. This means making sure that your investments are aligned with your overall financial situation and goals.

Is it worth hiring a financial advisor for investment management?

There are a lot of pros and cons to hiring an investment management consultant in Portland. On the one hand, a financial advisor can help you make wise investment choices and provide general guidance on financial planning. On the other hand, it is vital to be aware that not all financial advisors are licensed or registered, so it is essential to do your due diligence before hiring one.

Other things to consider are how the advisor is compensated and if their investment philosophy aligns with your goals.

How can Interactive Wealth Advisors help?

There are many ways that Interactive Wealth Advisors can help grow your wealth with our investment management in Portland, Oregon. We can provide you with personalized financial planning and advice and allow you access to high-yield investment opportunities. We can also offer our clients access to our exclusive Wealth Management Services, including account aggregation, portfolio management, and advice on estate planning and tax planning.

How much does it cost?

There is no one-size-fits-all answer to this question, as the cost of investment management will vary depending on the size and complexity of the portfolio, the experience of the advisor, and the services provided. However, a ballpark estimate would be around 1% of assets under management for an investment firm in Portland, Oregon.
ABOUT INTERACTIVE WEALTH ADVISORS
Interactive Wealth Advisors is a Portland, OR Fee-Only financial planning firm serving Portland and all surrounding areas. Interactive Wealth Advisors Inc. specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life’s transitions.
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