Are equities, bonds, or real estate entering a bear market? How would a 20%, 30%, or more drop in your portfolio change your life? If you were always told you need to ride the market up and down but knew that didn’t make sense. You’re right, there is a way to avoid these major drawdowns and protect yourself using tactical investing.
Interactive Wealth Advisors understands that finding the right investments to hedge your risk is more complex and you may not have the time or expertise to do it on your own. Our clients are busy and need a financial planner to know when to be aggressive and when to be defensive. That’s why our core business is finding the right tactical investment strategy for you and your goals.
A tactical manager keeps an eye out for risky markets, using time-tested strategies and investment models that take the emotion out of investing. There is a lot of noise that can distract investors from the actual signals that are important in investing. Knowing the difference is the key to being profitable.
We create flexible portfolios that adapt with proactive changes instead of knee jerk reactions after the fact. This minimizes risk so we can diversify, adapt and focus on preserving capital in volatile markets and growing your assets in stable markets.
Events like the Great Recession or the Dot-com bubble come and go, but a well diversified tactical portfolio should not only limit your drawdown during those times, but provide an excellent entry point for future gains. In times of rising uncertainty and downright panic, you want your investment approach to minimize losses and give you the ‘dry powder’ to take advantage of market panic.
Our Tactical Asset Management Services use a fee-only investing strategy centered on protecting your wealth and navigating around prevailing risks.
You will have a team that:
With all this tactical investment management expertise, you can dodge the devastating carnage bear markets can have on your portfolio and have the peace of mind that comes with a smoother investment experience.
With the experts on your side, you can effectively reduce your portfolio’s exposure to risk in declining markets.
Tactical investment managers are equipped to help adjust your portfolio to the dynamic market environment and its ever-changing conditions from bear to bull.
Our client’s portfolios are diversified using tactical portfolio management techniques that consider your investment goals and aggregate risk. You can be assured that your portfolio’s performance will not be compromised by diversification.
Our asset allocation portfolio management approach ensures each portfolio is kept within your acceptable volatility limits. We keep watching for everything that affects the stability of your investments, making the process less strenuous for you.
Individuals with complex situations and significant assets that don’t want to be exposed to potential significant losses. As economic growth slows down and earnings for the S&P 500 decline, it’s time to shy away from the traditional buy-and-hold strategy.
Tactical management is a robust approach that allows you to strategically navigate bear markets and highly volatile stocks by adding other appreciating assets to the portfolio. This strategic asset allocation approach improves risk-adjusted returns and preserves the wealth of retail investors.
We are fiduciary advisors who give our clients objective advice on investing that is conflict-free and only in their best interest.
We pay close attention to your individual investment goals ensuring you receive valuable financial advice and market insights to optimize your investments.
As an investor, you are not gambling with the future of your portfolio, and neither are we as tactical asset allocation managers. We have developed in-house investment models that will help preserve and grow your wealth.
We are investment management consultants from Portland, Oregon and have over 40 years of experience investing tactically and serving our clients across the country. Whether your objective is fiduciary investments, Roth IRA planning, or asset protection planning, we can help you get there with tactical investment management.