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.

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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.

Information

Motiv8 Investments

542 NW University Blvd Ste 101,

Port Saint Lucie, FL 34986

Motiv8 Investments LLC (“Motiv8 Investments”) is an SEC registered investment adviser. This is not an offer to sell securities or the solicitation of an offer to purchase securities. This is not investment, financial, legal, or tax advice. Past performance is not a guarantee of future performance.

The information provided herein is for illustrative and educational purposes only and should not be considered a solicitation or an offer to buy or sell securities. Nothing contained herein should be interpreted as a recommendation or research regarding any investment or investment strategy, legal or tax advice.