Tactical Investment Management in Oregon

A tactical investment manager knows when to switch things up! If you don’t like the idea of watching your portfolio all go down the drain in a financial bear market then consider using a tactical investment strategy.
Interactive Wealth Advisors will help you minimize your risk with our tactical approach to investment management.
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tactical investments

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. 

tactical investment management

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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Investment management
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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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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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.
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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.
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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.
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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.
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Asset Protection Planning
It has taken blood, sweat, and extreme work ethic to build your business or brand and accumulate wealth. Now that you are a high net-worth individual, it’s vital that you take deliberate steps to preserve this wealth. This is where asset protection planning comes in.
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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.
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Investment management for trusts
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IPO & Pre-IPO Tax and Financial Planning
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Stock option planning
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Wealth management
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Restricted Stock Units Planning Advisor
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Liquidity Event Planning
Liquidity risk management assessment and planning in Portland, OR, and surrounding areas. Our personalized advice on liquidity event planning will help you attract better return opportunities. Book a call with our advisors today!
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Financial Windfall Planning
Expected or not, windfalls are a dream come true. While you may be tempted to purchase or experience life’s luxuries, taking a step back and rethinking how to manage the money is crucial. In this case, hiring a windfall financial planner would be the first step to safeguarding your financial future.
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Business Transition Advisor
Planning on selling your business? At Interactive Wealth Advisors, we help you build a tax-efficient exit strategy. Our company provides expert advice to help you prepare to sell your business. Book a call with our advisors today!
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Multi-generational planning
Fee-based multi-generational wealth and financial planning in Oregon. Our personalized advice on strategic planning for the family business will help you attract better return opportunities. Book a call with our advisors today!
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Legacy planning
Fee-only legacy planning services in Oregon. We specialize in legacy financial services, legacy estate planning, family legacy planning, retirement planning, and more. Book a call with our advisors today!
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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.

tactical wealth management

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.

tactical portfolio management

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.


Tactical investment managers are equipped to help adjust your portfolio to the dynamic market environment and its ever-changing conditions from bear to bull.

tactical investment managers

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.

tactical asset allocation risk management

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.

tactical asset allocation portfolio management

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.

multi generational wealth

Frequently Asked Questions

What is Tactical Investment Management?

Tactical investment management is a form of asset allocation based on active 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?

By leveraging technical analysis and continuous fundamental research on markets and different asset classes, tactical investment management enables you to minimize losses even in the toughest environments.

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?

Unlike buy-and-hold strategies, a tactical approach enables you to get better risk-adjusted returns from the stock market by targeting less volatile assets and alternative investments.

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.
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.
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