Tactive Advisors, LLC

Tactive Advisors provides portfolio management to a mix of individual clients, trusts, businesses, employee benefit plans, and institutional investors, and also works with other registered investment advisers. Services are delivered through two primary offerings: the Tactive Robo‑Advisor (TRA) platform and an Advisor Advice service that places clients into structured model portfolios and, where appropriate, engages sub‑advisors.

The firm builds blended model portfolios using the Black‑Litterman asset allocation framework and generally implements a tactical asset allocation approach, combining mutual funds, ETFs and, occasionally, short positions or options to express views. Clients complete a risk tolerance questionnaire to determine placement in strategies; while Tactive typically has discretionary authority, it also manages a substantial portion of assets on a non‑discretionary basis (as of December 31, 2025, roughly $355 million discretionary and $263.6 million non‑discretionary of $619 million total AUM).

Tactive’s use of a TAMP and its role as a sub‑adviser to other advisers and institutional clients distinguishes it from many multi‑team peers, as does its sizable non‑discretionary book and hybrid service model combining robo and advisor‑led programs. Financial planning is available on a complimentary or fixed‑fee basis tied to advisory relationships rather than as a broad standalone offering, and the firm discloses use of third‑party sub‑advisers and model providers in client agreements.