Motif Investing creates new subsidiary called Motif Capital Management to deploy thematic solutions for institutional clients
NEW YORK — Motif Investing, a next-generation online broker that is pioneering thematic investing, and Ascent Private Capital Management of U.S. Bank, today announced a partnership where Motif Capital Management (MCM), the wholly-owned investment advisor subsidiary of Motif Investing, will serve as the exclusive manager of thematic portfolios for Ascent’s advisors.
This key alliance brings together the long-term, strategic, personalized wealth management of Ascent Private Capital Management with the intuitive thematic philosophy of Motif Investing.
“We are very pleased to partner with Ascent Private Capital Management of U.S. Bank,” said Hardeep Walia, CEO of Motif Investing and MCM. “We are working with Ascent to deploy our unique systematic approach to thematic investing and, in essence, bring the best of Wall Street and Silicon Valley together.”
Motif will serve as the exclusive thematic manager to Ascent, which focuses on the long-term, strategic dimensions of multigenerational wealth. The partnership will carefully integrate thematic investing that identifies and acts on specific social, economic, technological and demographic trends into Ascent’s wealth management process to preserve the multigenerational legacies of Ascent’s clients.
“This alliance will expand and enhance our distinctive, purpose-based approach to investment management,” said Michael Cole, president of Ascent Private Capital Management. “We are excited to partner with Motif Investing and integrate their unique investing philosophy into our investment process.”
For more information on Motif Investing, please visit http://www.motifinvesting.com. For more information on Motif Capital Management, please visit http://www.motifcapital.com. For more information on Ascent Private Capital Management, please visit http://www.ascent.usbank.com.
About Ascent Private Capital Management
Ascent Private Capital Management helps individuals and families with $75 million or more in net worth make an impact with their wealth by providing highly personalized tactical wealth management (wealth planning, investment management, trust and estate, private banking and family office advisory) and strategic wealth management (family education and communication, preparation of heirs, family governance and philanthropy). For more information, visit ascent.usbank.com.
About Motif Investing
Motif Investing is a next-generation online broker that is pioneering thematic investing for individuals and financial advisors. The company, based in Silicon Valley, allows investors to trade “motifs”—intelligently weighted basket of stocks built around themes, investing styles or multi-asset models— for low fees. Motif Investing is a registered broker dealer and a member of SIPC. Motif was recently ranked number one on Fast Company’s list of Most Innovative Companies in Personal Finance and has been recognized for two consecutive years on the CNBC Disrupter 50 list. The company’s investors include Goldman Sachs, JPMorgan Chase, and Renren Inc. Board members include former Securities Exchange Commission Chairman Arthur Levitt and former Boston Consulting Group Chairman Carl Stern. Motif Capital Management is the wholly owned investment advisory subsidiary of Motif Investing.
Investment Products and Services offered through Ascent Private Capital Management are:
U.S. Bank and Ascent Private Capital Management are not affiliated with the organizations mentioned.
Investing in securities involves risks, you should be aware of prior to making an investment decision, including the possible loss of principal. An investment in individual stocks, or a collection of stocks focused on a particular theme or idea, such as a motif, may be subject to increased risk of price fluctuation over more diversified holdings due to adverse developments which can affect a particular industry or sector. Investments in ETFs can include those with a narrow or targeted investment strategy and can be subject to similar sector risks than more broadly diversified investments. Motif makes no representation regarding the suitability of a particular investment or investment strategy. You are responsible for all investment decisions you make including understanding the risks involved with your investment strategy.
U.S. Bank and its representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.
Public Relations Manager, Motif Investing
Vice President of Public Relations, U.S. Bank Wealth Management