Slide thumbnailWealthTech Space
for Active Investing
Leveling the financial playing field through
custom tactical investment strategies.
Begin Ascent
Telescope Isolated on White Background looking to the future

Permission to Dream of Your Future

Tactive’s 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.

A Turnkey Asset Management Platform with AI-Powered Strategies, our mission is to provide access and financial independence through evolving technology.

Answer questions about your financial goals and risk tolerance, and learn about how a dynamic investment strategy or combination of investment strategies could work for you.

Our goal is to keep your fees low while allowing you access to top-quality financial strategies.

2021 winner WM industry awards
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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 goal is to try to limit what… must come down.

STEP 1

Take a
Short Quiz

STEP 2

Choose Your Strategy

STEP 3

Set Up Your Account

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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