Motif Impact Portfolios are the first fully-automated portfolios that align your financial goals with your values. Absolutely nothing’s hidden. See exactly what you own, all for a simple, low 0.25% annual fee.

Here’s how we do it

Motif Impact takes Modern Portfolio Theory to the next level:

  • Directly own stocks representing five different asset classes

  • Automatic drift protection keeps you aligned with your financial target

  • Tax-aware auto-investing that minimizes asset sales

Shaped by what matters to you

Tell us what you care about most.

Motif adds responsible leaders in their industries,
and instantly removes companies that don’t reflect your values.

  • Sustainable Planet

    Invest in companies that actively practice sustainability to reduce their carbon footprint

  • Fair Labor

    Invest in companies that promote fair wages, safe working conditions, and job security

  • Good Corporate Governance

    Invest in businesses with strong ethical track records to ensure accountability, fairness and transparency

See how Motif Impact compares

TD Essential
Portfolio
Fidelity Go
Gabelli ESG Fund
Class A
Cost1 0.25% 0.30% 0.35% 1.25%
Minimum Investment $1,000 $5,000 $0 $1,000
Aligned to Your Personal Values ✓ ✓ ✕ ✓
Direct Stock Ownership ✓ ✕ ✕ ✕
Know Exactly What You Own ✓ ✕ ✕ ✕
Ability to Customize ✓ ✕ ✕ ✕

Check the background of Motif Investing, Inc. on FINRA’s BrokerCheck.

Please see Motif Impact Portfolios Terms and Conditions for full details.

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.

For details on fees and commissions, please click here.

1Robo-Advisor comparison information for competitors was obtained on October 24, 2018 from each firms individual websites and believed to be accurate, but is not guaranteed. Some of the firms listed above may reduce or waive commissions or fees, depending on account activity or total account value. Motif, TD Ameritrade, Fidelity, and Gabelli Funds are not affiliated.

Motif does not provide tax advice. This information is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, investors should consult with a qualified tax advisor, CPA, Financial Planner, or Investment Manager.

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.

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