A complete list of active advisors currently associated with Tactivest, LLC

Warmer can help you find a great advisor at Tactivest, LLC or one who fits your needs even better.

Tactivest provides investment advisory and financial planning services to individuals — including high-net-worth clients — as well as trusts, estates, charitable organizations and retirement plans. The firm prepares an Investment Policy Statement for each client, offers both discretionary and non-discretionary portfolio management, and states it has no account minimum for its services. The firm uses a mix of analytical approaches (fundamental, technical, quantitative, charting and modern portfolio theory) and implements strategies that include long- and short-term trading, options, margin transactions and short sales. Tactivest operates through institutional custodial platforms, requests discretionary trading authority for many accounts, and uses the Altruist platform and Model Marketplace (including custom models and tax management tools) to help construct and manage portfolios. Tactivest’s structure is notable for operating multiple offices despite a small advisory team (five offices) and for business activities beyond typical advisory-only services: certain representatives are licensed insurance agents who may offer commissionable insurance and annuity products, the firm may receive fee-sharing from third-party advisers it recommends, and it discloses the use of lead-generation services such as 401k Adviser Line. These third-party relationships and product sales are identified in the brochure as potential conflicts of interest that Tactivest says it discloses and manages.

To learn more about the advisors currently working at Tactivest, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.