Slide thumbnailWealthTech Space
for Active Investing
Leveling the financial playing field through
custom tactical investment strategies.
Begin Ascent

WealthTech Space for Active Investing

Leveling the financial playing field through custom tactical investment strategies.

Telescope Isolated on White Background looking to the future

Investing. Beyond.

THE FUTURE IS CLOSER THAN YOU THINK

Tactive’s award-winning platform gives individuals access to institutional-quality investment strategies.

Set your financial goal, select your strategy based on your risk assessment, then watch how your investment performs.

Get Started Button to Link to the Tactive Platform2021 winner WM industry awardsWeathTech 100 Honors 2021 and 2022

The Tactive Way

WE BELIEVE…

  1. Tactical Active Investing is the Future
  2. Setting a Financial Goal is the First Step to Achieving It
  3. Minimizing Drawdown is as Important as Market Gains
  4. Multi-Strategist Models are Key for Optimal Diversification
  5. Investors Should Have the Ability to Blend Crypto & Traditional Assets
  6. Institutional-Quality Investment Strategies Should be Accessible to All

Tactive’s mission is to provide access and financial independence through evolving technology.

Launch your active investment journey with just a few clicks. (It is really that easy.)

Pro Advice a Click Away

Interested in having someone guide you on your financial journey? Tactive has dedicated wealth advisors that can customize a financial plan based upon your unique goals.

Gauge Your Comfort Zone

By answering a few simple questions on Tactive’s platform, you will be provided with a recommended risk level. Are you Adventurous or Conservative?

What Goes Up…

At Tactive, we believe one of the most critical metrics in smart investing is called “Drawdown.” It is the amount of money you’re losing when the market has its pull-back periods.

In the Tactive investing space, our obsession is to try to minimize what eventually… must come down.

HOW THE TACTIVE SPACE WORKS

Three easy steps to get your financial goals in orbit…

STEP 1

Select Your Financial Goal

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STEP 2

Take a Short Quiz

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STEP 3

Set Up Your Account

And watch how your investment performs

DISCLAIMER:

Privacy Policy

Terms Of Service

Accessibility Statement for Individuals with Disabilities

Advisory services offered through TACTIVE ADVISORS, LLC, a Delaware limited liability company.

We are an independent financial services firm helping individuals create retirement strategies using various investment and insurance products to custom suit their needs and objectives.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

The information and opinions contained in any of the material requested from this website are provided by third parties. They have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Form ADV Part 2 - Disclosure Brochure

Form ADV Part 3 - Client Relationship Summary (Form CRS)

Advisor Check

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