How We’re Different
As a Registered Investment Advisor, we are legally required to always act in your best interests. Traditional financial advisors and the firms they work for don’t follow this fiduciary standard.
We are only compensated by the advice we give you and not by the products or services we recommend. You always know upfront exactly what you’re paying us and don’t have to worry about us having a misaligned ulterior motive.
Our firm was founded on Independence, Excellence and Integrity because we are passionate about helping you succeed.
RIGORIOUS, MULTI-STEP PROCESS
We seek the lowest-cost investment solutions that best meet your goals. Non-fiduciary advisors have no such obligation.
Our approach is built on the latest Tactical Asset Allocation strategies and market efficiency/equilibrium research. This scenario-based approach creates a more balanced and optimized portfolio.
We use options and derivatives to give us insight into where markets are headed. While we don’t directly invest in these products, this additional technical overlay allows us to preserve and grow more of your capital.
Even if Interactive seems like a great fit for you, change can be difficult. We’ll walk you through our process, step-by-step, until all your questions are answered and you feel comfortable with your decision.
We believe you should be engaged as much or as little as you want in the investment and decision-making process. That is why we offer multiple ways for you to interact with us in the planning and investment process.
Plans change and so should yours. We’ll track your progress year in and year out so you know where you stand and make adjustments as needed to make sure you get to where you want to go.
About Interactive Wealth Advisors
Interactive Wealth Advisors is a Portland, OR Fee-Only financial planning firm serving Portland and all surrounding areas. Interactive Wealth Advisors Inc. specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions.
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