Your advisor
The personal relationship, financial conversations, and professional judgment.
Individuals & Families
Wealth management for individuals and families
Personal financial advice. Powerful capabilities behind it.
Your financial advisor should know you personally without having to operate alone. Tactive supports independent financial advisors with investment management, planning resources, technology, and institutional infrastructure designed to help them serve you with greater context and capability.
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The Tactive relationship
A personal advisor relationship, supported by a broader organization.
Tactive Advisors
Investment management, planning resources, technology, and operational infrastructure.
Institutional infrastructure
Custody, reporting, investment platforms, and financial technology supporting the relationship.
The independent advantage
Advisors keep the human relationship. Tactive supplies the rest of the system.
Tactive gives financial advisors access to a broader investment, planning, technology, and operational ecosystem while preserving the relationship that matters most to clients.
Your advisor
The advisor relationship remains at the center. Your advisor understands your priorities, helps evaluate decisions, and applies professional judgment to your financial life.
- Personal financial conversations
- Planning and recommendations
- Professional judgment
- Ongoing relationship and communication
Tactive infrastructure
Behind the advisor is a financial-services organization supporting investment implementation, portfolio management, planning, reporting, technology, and operational workflows.
- Portfolio construction and management
- Trading and rebalancing infrastructure
- Planning and reporting technology
- Operational and institutional support
Your financial life
Advice should connect the decisions that shape your financial future.
Investments are important, but they are only one part of the picture. Tactive-supported advisors can help clients consider investment, retirement, and broader planning decisions together.
01 / Wealth
Wealth management
Bring investments, financial planning, risk, income needs, tax-aware decisions, and legacy priorities into a more coordinated financial conversation.
02 / Invest
Investment management
Access portfolio construction, customizable strategies, trading, rebalancing, risk management, monitoring, and other investment capabilities where appropriate.
03 / Retire
Retirement planning
Evaluate retirement income, investments, Social Security, Medicare considerations, required distributions, taxes, risk, and legacy priorities as connected decisions.
Investment management
Investment capabilities built for more than a one-size-fits-all portfolio.
Tactive supports advisors with portfolio-management infrastructure designed to help translate a client's objectives, risk profile, and financial circumstances into an appropriate investment approach.
Portfolio construction
Investment strategies aligned with defined objectives and circumstances.
Customizable portfolios
Implementation can vary based on client needs and financial circumstances.
Trading and rebalancing
Infrastructure supporting ongoing portfolio implementation and maintenance.
Risk management
Risk remains part of portfolio construction and ongoing financial conversations.
Model strategies
Professionally constructed model strategies may be used where appropriate.
Reporting and monitoring
Technology helps clients and advisors maintain visibility into portfolio information.
Technology with human judgment
Better technology. Better-informed advisors. Still human advice.
Technology should help your advisor understand more, prepare more effectively, and spend more time on the decisions that matter to you. Technology does not replace the advisor's professional judgment, and it does not independently provide personalized investment advice to consumers.
01
Organize
Bring relevant client and financial information into better context.
02
Prepare
Help advisors prepare for conversations and relevant considerations.
03
Analyze
Support financial and investment analysis through modern technology.
04
Review
Your advisor reviews the information and applies professional judgment.
05
Advise
The financial conversation and recommendations remain human-led.
Behind the relationship
More than an advisor. An infrastructure built around the advisor.
A modern advisory relationship depends on more than conversations. Tactive helps provide the investment, planning, operational, and technology infrastructure supporting how advisors serve clients.
Institutional relationships matter. Tactive works with a range of financial and technology providers across custody, investment management, reporting, and financial planning. Specific providers, availability, and relationships may vary by advisor, account, and service. References to third-party firms do not imply endorsement of Tactive Advisors by those firms.
Custody
Client assets may be held with established third-party custodians based on the applicable advisory relationship and account structure.
Portfolio infrastructure
Portfolio construction, model management, trading, rebalancing, and monitoring capabilities.
Planning resources
Technology and planning tools help advisors evaluate financial decisions in context.
Client reporting
Modern reporting and account technology help clients and advisors maintain visibility.
A connected advice process
Understand. Plan. Invest. Monitor. Adapt.
Good financial advice is not a one-time event. Your financial life changes, markets change, and priorities evolve. The relationship should evolve with them.
01
Understand
Clarify objectives, circumstances, and priorities.
02
Plan
Evaluate financial decisions within the context of a broader plan.
03
Invest
Implement an investment approach appropriate to the relationship.
04
Monitor
Review portfolios, planning, and changing financial circumstances.
05
Adapt
Adjust as objectives, circumstances, or financial conditions change.
Your next step
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