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.
Even more intelligent investing: Here’s how we do it
Motif Impact takes Modern Portfolio Theory to the next level:
Directly own stocks
representing five different
Automatic drift protection
keeps you aligned with your
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.
Invest in companies that actively practice sustainability to reduce their carbon footprint
Invest in companies that promote fair wages, safe working conditions, and job security
Good Corporate Behavior
Invest in businesses with strong ethical track records to ensure accountability, fairness and transparency
See how Motif Impact compares
We have an account type for you
No Compromise Guarantee
We stand behind the performance of Motif Impact Portfolios. If, after the first year, the performance of the model portfolio with the values filter you select underperforms the corresponding base portfolio by one percentage point or more, we will refund 100% of your Motif fees.
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.
1Robo-Advisor comparison information for competitors was obtained on February 15, 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, E*TRADE, 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.