At Motiv8 Investments, we provide financial advisors with the tools, expertise, and support to simplify investment management. Our innovative approach helps you navigate challenges, strengthen client relationships, and achieve long-term success.
Our investment philosophy is rooted in data-driven strategies designed to manage risk and maximize performance. We offer a variety of models to suit your clients' goals.
We provide advisors with tailored strategies and expert resources to evaluate risk tolerance, allocate assets, and design customized financial plans for their clients. Our team ensures that every portfolio aligns with long-term goals while staying adaptive to life's changes.
Through our partnership with Schwab, we simplify account management with:
Trade processing
Systematic withdrawals
Advisor fee deductions
Portfolio rebalancing
Detailed statements and reporting
This one-stop solution allows you to spend more time building relationships and less time managing operations.
Building a diversified portfolio, across asset classes, is one of the most important components in reaching your financial goals. Motiv8 Investments Model Portfolios are invested in a range of Exchange –Traded Funds (ETFs) aiming to help you achieve better returns within your personal risk level.
M8 Conservative Model:
The M8 Conservative Model seeks a holistic exposure to fixed-income related securities with the objective of capital preservation and total return. The strategy invests across a diverse range of asset classes, geographies, and sectors, through liquid, low cost, and potentially tax efficient underlying Exchange-Traded Funds (ETFs) selected by Motiv8 Investments. Participation in this strategy indicates a willingness to assume risk of principal loss.
M8 Conservative Moderate Model:
The M8 Conservative Moderate Model seeks a predominant exposure to fixed-income related securities with a moderate allocation to a globally diversified equity portfolio. The strategy invests across a diverse range of asset classes, geographies, and sectors, through liquid, low cost, and potentially tax efficient underlying Exchange-Traded Funds (ETFs) selected by Motiv8 Investments. Participation in this strategy indicates a willingness to assume risk of principal loss.
M8 Moderate Model:
The M8 Moderate Model seeks to provide long-term capital appreciation with the shared objective of capital preservation, at intermediate levels of volatility, by allocating across a diverse range of asset classes, geographies, and sectors. Designed for investors who seek a balanced allocation to a broadly diversified portfolio of equity and debt related securities. This model invests in liquid, low cost, and potentially tax efficient underlying Exchange-Traded Funds (ETFs) selected by Motiv8 Investments.
M8 Growth Model:
8 Moderate Model seeks to provide long-term capital appreciation with the shared objective of capital preservation, at intermediate levels of volatility, by allocating across a diverse range of asset classes, geographies, and sectors. Designed for investors who seek a balanced allocation to a broadly diversified portfolio of equity and debt related securities. This model invests in liquid, low cost, and potentially tax efficient underlying Exchange-Traded Funds (ETFs) selected by Motiv8 Investments.
M8 Aggressive Model:
The M8 Aggressive Model seeks capital appreciation, at levels of volatility comparable to global equity indexes, by allocating across a diverse range of asset classes, geographies, and sectors. The strategy is designed for investors who seek opportunities for equity returns and can tolerate considerable significant risk from market fluctuations. This model invests in liquid, low cost, and potentially tax efficient underlying Exchange-Traded Funds (ETFs) selected by Motiv8 Investments.
Diverse Investment Options:
Tailored portfolios to match every client's risk tolerance and financial goals.
Data-Driven Strategies:
Investment decisions rooted in modern portfolio theory and real-time research.
Operational Ease:
Seamless support that allows advisors to focus on client engagement, not administrative tasks.
Unmatched Expertise:
A team of professionals dedicated to helping you deliver exceptional value.
Whether your clients are seeking steady income, balanced growth, or aggressive appreciation, our portfolio models and advisor-focused services ensure you're equipped to meet their unique needs.
Take the next step with Motiv8 Investments and experience a new standard of support.
Contact Us
Motiv8 Investments
542 NW University Blvd Ste 101,
Port Saint Lucie, FL 34986
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