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What you own, when you buy/sell, and why

acteve Makes it Easy to Learn

How to invest mindfully, why it works

acteve Learns From You

Bring your ideas, ask questions

Our Proprietary 4SAFEt Process

Recent Research

Get more with acteve.

aMP Performance Update 2Q17

The chart shows acteve Model Portfolio (aMP) indexed value (net of fees) vs. the S&P 500 market index (indexed to …

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aMP Performance Update 1Q17

The chart shows acteve Model Portfolio (aMP) indexed value (net of fees) vs. the S&P 500 market index (indexed to …

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aMP Performance Update 4Q16

The chart shows acteve Model Portfolio (aMP) indexed value (net of fees) vs. the S&P 500 market index (indexed to …

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Invest With A Team You Can Trust

Take comfort in our research process & education focus.

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Sundeep Bajikar

Portfolio Manager

20+ years of Tech Sector experience, author of Equity Research for the Technology Investor: Value Investing in Technology Stocks

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Aidan Collins

Education Manager

30+ years of broad industry experience in Management Consulting with focus on Risk Management and Internal Controls

Diana Pertersen

Lead Developer

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