Date: Tuesday, March 18, 2014
Topic: Introducing Motif Investing
Speaker: Ramak Fazeli, Manager, Advisor Services, Motif Investing Inc.
Motif Investing (www.motifinvesting.com) offers investors the ability to invest in ideas with a minimum of effort and expense. They utilize a platform that simplifies portfolio construction and rebalancing. Motif Investing allows you to create investment portfolios of up to 30 stocks, ETFs or ADRs and invest in the whole portfolio. See how to create and invest in a portfolio, such as the AAII Model Shadow Stock Portfolio, and rebalance all the positions with a single click. The headquarters of Motif Investing happens to be in Rancho Cordova. Our new meeting location for 2014 is the Rancho Cordova City Hall, so we have invited Ramak Fazeli of Motif Investing to be our speaker. Please note this meeting, as well as all other meetings for the rest of this year, will be on a Tuesday.