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Motif Investing Ranked #4 On CNBC’s Disruptor 50 List

Motif Investing CNBC Disruptor 50 Clas of 2014

Motif Investing, a pioneer in low-cost, ideas-based investing, today announced that it has been selected as part of the prestigious CNBC Disruptor 50 List. The CNBC Disruptor 50 is an annual roundup of the country’s most ambitious and innovative companies changing the economy and overall business landscape. Motif Investing was ranked fourth, above companies such as Uber, Airbnb, and Dropbox and is the top-ranked startup catering to retail investors and advisors on CNBC’s list. This honor comes on the heels of Motif’s recent $35 million funding round, led by JPMorgan Chase, Wicklow Capital, and Balderton Capital and the company’s introduction of new, cost-effective wealth management services for retail investors and financial advisors. “Motif is turning the investing industry on its head with its low-cost pricing model and innovative technology, which has created tremendous value for self-directed retail investors and investment advisors,” said Charles Moldow, General Partner at Foundation Capital and Motif Investing board member. “A top five ranking on the CNBC Disruptor 50 list is a well-deserved accomplishment for Hardeep and the entire Motif Investing team.”

Low Fees Continue to Shake Up Investing Industry

Users of the Motif Investing platform have the unique opportunity to invest in motifs — intelligently-weighted baskets of stocks based on a specific theme or idea such as Obamacare, fed tapering or shale oil — for a single transaction fee of $9.95 and no additional management fees. If a consumer were to make a similar 30 stock transaction through a traditional brokerage firm, it could cost them $300. Additionally, Motif now offers Horizon motifs which provide self-directed retail investors with simple, commission-free allocation models and rebalancing.

Empowering Financial Advisors

Motif Investing’s Advisor Platform streamlines how advisors can build, monitor, and rebalance model portfolios in a cost-effective manner. Advisors can use the platform to build their own model portfolios or use existing models in Motif’s catalog including the new, commission-free Horizon motifs. This is in contrast to “robo advisors” which can be accompanied by management fees ranging from 0.15%-0.35% of total assets per year. For financial advisors who want more information about the Motif Advisor Platform and its pricing structure, or who would like to schedule a free consultation contact Motif Advisor representatives at 855-506-6843 or visit https://www.motifadvisor.com.

Inside the CNBC Disruptor 50 List

Companies were selected based on a two-part evaluation process. First, over 500 companies were put through a months-long process of researching and scoring, using a proprietary blend of quantitative criteria, such as the amount of venture capital raised and the estimated size of the company’s addressable market, along with qualitative criteria, including originality and creating a new market or ecosystem. Second, CNBC’s Disruptors Advisory Council conducted a survey to rank this criteria in terms of impact on a company’s overall ability to disrupt established industries and public companies. The council found that “creating a new market or ecosystem” and originality were the two most important criteria in determining how disruptive a start-up is to established companies or industries.

The Exchange Traded Funds prospectus contains its investment objectives, risks, charges, expenses and other important information you should read and consider carefully prior to making an investment decision. Please review the current prospectus, available from the Prospectus link or by contacting Motif either by phone at 855-586-6843, email at service@motifinvesting.com, or in writing at Motif Investing, Inc., P.O. Box 3548, Rancho Cordova, CA 95741.

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. The data quoted herein represents past performance and is not indicative of future results. The investment return and principal value of an investment will fluctuate so that your investment, when redeemed, may be worth more or less than their original value. Current performance may be lower or higher than the performance data provided. Please review the prospectus or other research tools provided on this site for more recent performance information. Horizon motifs provide investors with a starting point to consider in allocating assets within their larger portfolio. However,Horizon motifs should not be considered a recommended strategy or comprehensive solution to your overall investing needs. There are many considerations when structuring your portfolio, such as cash needs, family-planning needs, tax and estate planning strategies. Motif does not provide any investment, tax, or legal advice. $0.00 commission for trades (buys, sells, following rebalances) for the benchmark versions of the nine Motif-created Core Asset Allocation Horizon motifs. Commissions for any Horizon motifs that are customized in any way — adjust weighting, add or remove securities, choose not to following rebalance event, will include a $9.95 total commission per motif transaction or pay $4.95 per stock for individual stock/ETF transactions. Regular commissions apply for other Motif-created benchmark motifs and customer-created customized motifs ($9.95 total commission per motif transaction or $4.95 per stock for individual stock/ETF transactions). Other fees may apply. Motif reserves the right to review and amend the commission pricing structure at any time in the future and will notify you in writing of any intended changes. For details on fees and commissions for non-Horizon motifs, please click here The term Robo-Advisors refers to a category of online Investment Advisor platforms that directly connect investors with suites of analytical tools designed to create investment portfolios that can fit the needs of an investor based on information the investor provides. These platforms rely on algorithms that take the investor’s information and use an underlying asset allocation model to help determine the individual’s optimal portfolio based on the answers to the planning questions. Motif Advisor is a service of Motif Investing, Inc., and makes available a platform designed to streamline how advisors build, monitor, and rebalance model portfolios around various asset classes so that they can provide the highest level of service to clients. Advisors can also share market insights and portfolio updates through user-friendly social functionality.

Marisa Lam
GMK Communications for Motif