Tactical Investment Management in Oregon
Interactive Wealth Advisors will help you minimize your risk with our tactical approach to investment management.
Tactical Asset Management Services We Provide
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.
Why People Hire Us
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:
- Stays on top of market movements that affect the value of your individual portfolio through technical analysis and continuous fundamental research.
- Ensures you are lightly invested during bear markets, adapting as the environment changes.
- Shifts your investment focus to more stable short-term fixed-income instruments (cash equivalents and mutual funds where applicable) when the stock market’s environment becomes unstable.
- Optimizes money management to help you break-even in the toughest markets.
- Find new opportunities to grow your portfolio
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.
Benefits of Hiring a Tactical Investment Manager
Risk Management
With the experts on your side, you can effectively reduce your portfolio’s exposure to risk in declining markets.
Adaptability
Tactical investment managers are equipped to help adjust your portfolio to the dynamic market environment and its ever-changing conditions from bear to bull.
Smart diversification
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.
Reduced volatility
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.
Who Is It For?
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.
Why Choose Us as Your Tactical Asset Allocation Advisor?
Professional Conduct
We are fiduciary advisors who give our clients objective advice on investing that is conflict-free and only in their best interest.
Personalized portfolio management
We pay close attention to your individual investment goals ensuring you receive valuable financial advice and market insights to optimize your investments.
Well-researched strategies
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 understand your needs.
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.
Frequently Asked Questions
What is Tactical Investment Management?
It involves investing using technical analysis to take advantage of trends, sector rotation, and forecasts for expected returns and risks to optimize portfolios with volatile major asset classes.
This means strategically investing in equities, long-term and short-term bonds, cash, and more to preserve and grow wealth.
Why Use Tactical Management in Your Portfolio?
It allows you to maintain your portfolio and limit the losses from bear markets that plague assets from stocks, and bonds to real estate.
What Should You Know When Implementing a Tactical Approach to Asset Management?
This means your portfolio will invest in stocks, ETFs, mutual funds and cash equivalents in situations where they reduce the risk of fluctuations in your portfolio’s value. Let us show you how a tactical approach can benefit your long-term goals.