Motif Advisor Services Empowers Advisors to Help Clients Manage Theme-Based Stock and ETF Portfolios
San Mateo, CA, Nov. 20, 2012 (PR WEB)
Motif Investing, the company that pioneered idea-based stock investing, has launched a limited-availability new service allowing financial advisors to harness Motif’s theme-based investing platform for the benefit of their clients.
The new program now being piloted, Motif Advisor Services, empowers forward-thinking advisors to customize stock and ETF portfolios, known as motifs. Each motif includes up to 30 securities and is based on an investing idea or strategy. Advisors’ clients can then purchase multiple motifs in appropriate amounts designed to meet individual portfolio-allocation targets and goals.
“Since our launch targeted at self-directed investors, we have had tremendous response from the advisor community requesting this product for their clients. We are excited to initiate this pilot with some early adopters,” said Hardeep Walia, Motif’s co-founder and chief executive.
Motif Investing, a Silicon Valley start-up advised by some of the biggest names on Wall Street-former SEC Chairman Arthur Levitt and bank executive Sallie Krawcheck-officially launched its web site for individual investors in June. The site offers customers the ability to easily customize and invest in portfolios of exchange-listed securities linked by a common theme, including unique investment ideas such as electronic payments, utilities, and housing recovery. In August, Motif debuted a fixed-income product to provide a simple and economical way to enter the world of bonds by investing in a portfolio of ETFs. Customers can use intuitive tools to easily adjust for maturity dates, asset classes, and even tax implications.
About Motif Investing
Motif Investing is an online broker that lets you invest in ideas. The company, based in Silicon Valley, is changing the face of online investing through an innovative new platform that allows individuals to invest in stock and bond portfolios based around everyday ideas and broad economic trends-and share those ideas with friends. Motif is a registered broker-dealer and a member of FINRA. The company’s investors include Foundation Capital, Ignition Partners and Norwest Venture Partners. Learn more at www.motifinvesting.com.
Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling Motif Investing at 855-586-6843. Please read the prospectus carefully before investing.
Investing in securities involves risk, you should be aware of prior to making an investment decision. 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. ETFs have unique features that you should be aware of, which can include distribution of any gains, risks related to securities within the portfolio, and tax consequences. Fixed income investments are subject to various risks, including changes in interest rates, credit quality, corporate events, tax ramifications and other which factors investors should be aware of before making an investment decision.
Motif makes its products and services available for self-directed investors, who are responsible for all investments decisions they make. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. For detailed information on how we calculate returns, please visit http://www.motifinvesting.com.
GMK Communications for Motif