Investment Management

A Method to the Madness

Successful investing isn’t about skill or knowledge. It’s about behavior. Investing requires objectivity and discipline. Research shows there is a gap between investment returns and investor returns. Sadly, independent investors often react to sensationalism created by the media and their own emotions. As a result, they tend to trade too often and at the wrong time. This behavior has proven to substantially reduce returns. In effect, investors buy high and sell low.

How We Can Help 

At Interactive Capital Management, our disciplined approach to investing ensures consistency and a long-range perspective to the investment process. These qualities improve the probability of investment success.

We have adopted a passive investment strategy to produce portfolios that manage risk and keep costs low. We primarily utilize funds from the Dimensional Funds Advisors family.

Investment Tenets

• Adhere to a passive management strategy
• Build a diversified portfolio engineered to targeted asset categories
• Always be fully invested within your risk tolerance
• Rebalance your portfolio as required
• A managed portfolio is long-term money (5 years or longer)

What Not to Expect

• Bragging Rights: If you happen to hold an investment on somebody's top 10 list, it will be by chance.
• Hot Stocks: We will not be jumping in and out of trendy investments or acting on hot tips
• Sales Calls: We do not sell any product. We promote a fully invested long-term strategy.

Fees

Fees are based on a percentage of assets under management (see our Current Fee Schedule) or included in the firm’s fixed fee retainers.