Who owns Motiv8 Investments and Motiv8 Advisors?

I do. I’m Mike Terrio, the principal owner and Managing Member of Motiv8 Investments LLC and the owner of Motiv8 Advisors Inc. The relationship is disclosed in our Form ADV Part 2A, Item 10. If you want to know how that affects you, ask me directly.

Do I have to work with Motiv8 Advisors to work with Motiv8 Investments?

Our Form ADV states that associated persons of Motiv8 Investments who are separately licensed as insurance agents generally use the marketing and wholesaling services of Motiv8 Advisors Inc. How that applies to your practice is part of the first conversation.

Which company handles what?

We handle advisory business: model portfolios, custody and administration, investment support, and back-office support. Motiv8 Advisors markets and wholesales life insurance and fixed annuities to insurance agents. Not sure where your work lands? Ask us.

For advisors who also sell insurance

How your advisory and insurance work fit together

If you came up through insurance and now you’re gathering assets, our two companies divide the work so both sides of your practice serve your clients together.

Let’s Talk About Your Practice

Motiv8 Investments
Motiv8 Advisors
Motiv8 Investments
Motiv8 Advisors
Motiv8 Investments
Motiv8 Advisors
Motiv8 Investments
Motiv8 Advisors

How the work is divided

We’re Motiv8 Investments LLC, the SEC-registered investment adviser: model portfolios, custody and administration, investment support, and back-office support for advisory business. Motiv8 Advisors Inc. is an independent marketing organization and insurance agency that markets and wholesales life insurance and fixed annuities to third-party insurance agents. I’m Mike Terrio, the principal owner of Motiv8 Investments and the owner of Motiv8 Advisors.

Who does what

Motiv8 InvestmentsYou are here
The SEC-registered investment adviser. Advisory business: models, custody, investment support, back office.
Motiv8 Advisors
An independent marketing organization and insurance agency that I own. It markets and wholesales life insurance and fixed annuities to insurance agents, for a marketing or override fee from the issuer.
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How the companies are connected

Michael Terrio, Managing Member of Motiv8 Investments, owns Motiv8 Advisors Inc. Associated persons of Motiv8 Investments who are separately licensed as insurance agents generally use Motiv8 Advisors’ marketing and wholesaling services.

Read the disclosures

Why this matters for a practice that does both

Advisors asked us to build Motiv8 Investments because they wanted the insurance and investment sides of a client’s plan working together instead of in separate corners. When the advisory side of your practice needs its own infrastructure (a custody relationship with Schwab, models, compliance monitoring, and reporting), we provide it, and Motiv8 Advisors keeps serving the insurance side. I own Motiv8 Advisors and I’m the principal owner of Motiv8 Investments, and Form ADV Part 2A, Item 10 discloses the relationship.

Let’s Talk About Your Practice

See how partnering works

FAQ

Questions about the two companies

Work With Us

I do. I’m Mike Terrio, the principal owner and Managing Member of Motiv8 Investments LLC and the owner of Motiv8 Advisors Inc. The relationship is disclosed in our Form ADV Part 2A, Item 10. If you want to know how that affects you, ask me directly.
Our Form ADV states that associated persons of Motiv8 Investments who are separately licensed as insurance agents generally use the marketing and wholesaling services of Motiv8 Advisors Inc. How that applies to your practice is part of the first conversation.
We handle advisory business: model portfolios, custody and administration, investment support, and back-office support. Motiv8 Advisors markets and wholesales life insurance and fixed annuities to insurance agents. Not sure where your work lands? Ask us.