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.
We specialize in helping our market niche of individuals and business owners transition into retirement from the high-tech and science industry. We have extensive experience in the most advanced tax and retirement strategies to ensure your assets will provide you with a prosperous life while minimizing your taxes now and in the future.
Our investment strategy combines the best of fundamental, technical and quantitative analysis. It takes a defensive position in market turmoil to minimize portfolio drawdowns. We don’t pretend to time the market, but we believe we can mitigate significant drawdowns for our clients while participating in the upside when the coast is clear.