About Us
Motiv8 Investments was founded on a simple principle: putting your clients’ best interests first. We’ve assembled a team of seasoned industry experts who understand the unique challenges financial advisors face. Many of our professionals have worked directly in the field, giving us a distinct advantage in crafting solutions that resonate with both advisors and investors.
Our Philosophy
We believe that emotion-free, evidence-based investment strategies create long-term wealth. By combining modern portfolio theory, rigorous market research, and real-world experience, we help advisors deliver consistent, high-quality outcomes for their clients.
Comprehensive Services
From cutting-edge portfolio models to seamless custody and administration services through TD Ameritrade, we simplify the complexities of managing investments. This allows advisors to focus on their clients’ needs with confidence.
Comprehensive Services
From cutting-edge portfolio models to seamless custody and administration services through TD Ameritrade, we simplify the complexities of managing investments. This allows advisors to focus on their clients’ needs with confidence.
Advisor-Centric Support
Our mission is to empower advisors by providing:
A full spectrum of risk-managed portfolio options
Expert guidance in investment portfolio design and tax planning Resources to enhance client relationships and retention
Meet Our Leadership Team
Motiv8 Investments, led by Michael Terrio, provides personalized financial planning and portfolio management backed by extensive experience and a proven track record. With a client-first approach and our unique “8 Elements of Financial Control” framework, we help individuals and families align their investments with their long-term goals.
Mike Terrio
Chief Executive Officer
Cassie Ottofaro
Chief Operation Officer
Andrey Kolpakov
Chief Investment Officer
Marilin Guarin
Investments Operations Director
Partner with Motiv8 Investments
At Motiv8 Investments, we don’t just support your business—we help you grow it. By aligning our success with yours, we aim to build a legacy of trust, performance, and innovation.
Contact Us
Motiv8 Investments
542 NW University Blvd Ste 101,
Port Saint Lucie, FL 34986
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All rights reserved.