Disclosures
Introduction and Risk Disclosures
The website is provided for informational purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Fees and expenses apply to ongoing investment management by Tactive Wealth Advisors (Tactive), and over time these and expenses will reduce the return of the investment. Be sure to consult with a qualified fiduciary only financial adviser and/or tax professional before implementing any strategies. This website and the information contained are not intended to provide investment, tax or legal advice.
Tactive's website is limited to the dissemination of general information pertaining to its services, together with access to additional investment related information, publications and third-party links. Accordingly, the publications of Tactive's website should not be construed by any viewer, customer or potential client as Tactive's solicitation to effect, or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation over the Internet.
Any subsequent direct communication by Tactive with a prospective customer shall be conducted by a registered representative of the firm.
Information contained within this website is believed to be accurate and from reasonably reliable sources. Information that may be derived from third parties is reviewed for reasonable reliability but should not be relied upon to make any investment decisions. All such information is provided solely for the convenience of the users and therefore should be guided accordingly.
Tactive may discuss and display, charts, graphs, formulas, stock and sector picks which are not intended to be used by themselves to determine which securities to buy or sell, or when to buy or sell them. This specific information is limited and should not be used on their own to make investment decisions. This information is offered as educational only.
Nothing in this website should be relied on as a promise or representation as to the future. Past performance cannot be relied upon, various risks, uncertainties and assumptions will affect future outcomes.
Social Media Disclosure
The firm and its representatives may use social media for business purposes and follow the guidelines and regulations of the SEC's Marketing Rule. Social media is used to communicate with a large audience and therefore is restricted to informational and educational purposes. Comments and "likes" will not be sorted, deleted or amended within the platforms as required by the SEC unless these comments include client non-public information being shared, fraudulent AI generated content or contain language that would be considered foul. Social media is a broad term to various platforms that may be used by Tactive and their advisers, these may include YouTube, Instagram, Twitter or others similar.
Awards and Accolades
Wealthtech 100 – Selections are made using the following criteria, industry significance of problem solving, growth in terms of capital raised, revenue and customer traction, innovation of technology solution, potential cost savings, efficiency improvements, impact on the value chain and revenue generation for clients and how important it is for executives in asset management, private banking and financial advisory to know about this company. This award was entered into by Tactive through an online survey, no compensation was given.
America's Best TAMP – Wealth Advisor issues this award, and the rankings are based on extensive advisor feedback given by Tactive through the Wealth Advisors most recent survey. This award is marketed on the Wealth Advisor website and showcases firm's that have practical implementation guidance, fee comparison analytics and ranking across five key categories: technology, service, model marketplace, advisor development and overall experience. Tactive compensates Wealth Advisor to be included on the list.
Wealth Management Industry Awards by Informa – Led by Wealth Management's David Armstrong and a panel of independent judges this award is granted by industry self-nomination. The program begins with an open nomination process for all categories which extends from February to May. Firms submit business initiatives either introduced or enhanced during the previous 18 months. Submissions are reviewed in June by the panel of judges with required industry expertise, looking at submission's innovation, scope and impact. From the pool of submissions, judges select finalists for each category. Each judge on the committee then ranks those finalists, with the weighted aggregate ranking determining the winner. Winners are announced in September. No financial compensation is paid for consideration in the award process. Judges' decisions are made independent of any firm's business relationships with Informa Plc. Judges recuse themselves from the process from selecting finalists or winner for any category where conflict exists.
- Digital Advisors (Technology) Winner 2021
- TAMPS: Model Marketplaces nominated 2021 and 2022
- Asset Managers: Model Marketplaces Winner 2021
Firm Registration and Regulatory Disclosures
Tactive is an SEC registered Investment Adviser and may only transact business in the states in which they are registered, properly noticed files or exempt from registration. The firm's use of social media and websites are properly disclosed within the lasted form ADV filed (ADV 1A). For information pertaining to the registration of Tactive, please review the Part 2 Brochures and Part 3 Relationship summaries found here https://adviserinfo.sec.gov/firm/summary/309311 or you can request this information directly from Tactive upon written request to compliance@tactivewealth.com.