Motiv8 Investments

Motiv8 Investments is a private investment firm dedicated to empowering financial advisors by offering a range of investment management solutions. Their services include cutting-edge portfolio models, comprehensive back-office support, and personalized coaching, all designed to simplify investment management and enhance client relationships. By leveraging data-driven strategies and modern portfolio theory, Motiv8 Investments aims to help advisors navigate market complexities and achieve long-term success for their clients.

The firm's portfolio models cater to various risk tolerances and financial goals, encompassing conservative, moderate, and aggressive strategies. These models invest across diverse asset classes, geographies, and sectors through liquid, low-cost, and potentially tax-efficient underlying Exchange-Traded Funds (ETFs). Additionally, Motiv8 Investments provides custody and administration solutions in partnership with Schwab, streamlining account management processes such as trade processing, systematic withdrawals, advisor fee deductions, portfolio rebalancing, and detailed reporting. This integrated approach allows advisors to focus more on client engagement and less on operational tasks.

Founded in 2016, Motiv8 Investments has established itself as a trusted partner for financial advisors seeking to enhance their investment offerings and operational efficiency. The firm's leadership team comprises seasoned industry professionals committed to delivering exceptional value and support to advisors, fostering a collaborative environment that promotes shared growth and success. Motiv8 Investments continues to innovate and adapt its services to meet the evolving needs of the financial advisory community, ensuring that advisors are well-equipped to navigate the dynamic financial landscape and deliver optimal outcomes for their clients.