We’ll take care of the technology
so you can take care of your clients
We specialize in working with advisors with $100M or less in AUM. Our innovative advisor platform is designed for advisors looking to build their business by adding value to their clients with our thematic marketplace and saving time with our automation tools.
Grow your business
Accelerate your success by choosing from a variety of allocation models in our thematic model marketplace or design your own. You’ll also get access to institutional level products like Goldman Sachs Bank issued Market-Linked CDs all on one platform.
You know that time is money. That’s why we’ve made it so you can build and deploy individual asset models across as many clients accounts as you want. And you can manage your accounts more efficiently by trading and rebalancing your models across your entire client base in a single click.
With no onboarding fees or minimums, it’s easier than ever to move your accounts to Motif. Unlike firms focused on big business, we’ll do the heavy lifting for you, and even include our partnership with the largest custodian in the country for your accounts at no extra cost.
Our Advisor features at a glance
Web & Mobile Client Apps
Fractional Share Trading
White-labeled Client Access
Dedicated Service Team
Clearing / Custody Services
3rd Party Integrations
Access our most innovative products
Soon you’ll be able to access our award-winning products like Motif Impact; our SRI focused automated investing product, and the Motif 500, our newest direct index portfolio.
SRI Investing Aligns client portfolios with their personal values
Check the background of Motif Investing, Inc. on FINRA’s BrokerCheck.
All Motif portfolios and investing models are developed through Motif Capital Management. Motif Thematic Portfolios, Motif Impact Portfolios are made available through Motif. Goldman Sachs Motif Structured Notes, Separately Managed Accounts are based on indices and portfolios built and managed by Motif Capital Management.
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.
Motif Capital Management, Inc., is an SEC-registered investment adviser and a separate, wholly-owned subsidiary of Motif Investing, Inc., a registered broker-dealer and member SIPC.