SAN MATEO, CA--(Marketwired - Feb 27, 2014) - Motif Investing, an innovative online broker that pioneered low-cost, thematic investing, and Dr. Craig L. Israelsen, Ph.D and author, announced today that they have signed an agreement to offer, for the first time, Dr. Israelsen's 7Twelve Core Portfolio as a single motif. The 7Twelve Core Portfolio motif, a basket of 12 equally weighted ETFs, is a well designed, balanced portfolio utilizing multiple asset classes that can enhance performance and reduce risk.
"Dr. Israelsen is well-respected and has a unique perspective on investing -- one that we believe will be of interest to our investors," said Hardeep Walia, Motif's co-founder and chief executive. "We are excited to give our investors access to this unique asset allocation motif that they can purchase quickly and easily."
The 7Twelve Core Portfolio motif includes seven core asset classes and utilizes twelve specific exchange traded funds to implement each asset class. This motif contains a wide variety of diverse assets including non-US stocks, bonds, REITS and commodities. This mix helps provide diversity in the portfolio across additional asset classes. By combining Motif's innovative tools with Dr. Israelsen's knowledge of investment strategies, consumers now can invest in the 7Twelve Core Portfolio motif for a total commission of $9.95.
"The 7Twelve Core Portfolio is a broadly diversified model that represents the ideal 'core' for virtually every investor," said Dr. Craig L. Israelsen, Ph.D. "Start with 7Twelve as your base, and add other motifs around it."
Dr. Israelsen is currently a Professor at Utah Valley University, received his Ph.D from Brigham Young University and has written several books including his most recent 7Twelve: A Diversified Investment Portfolio with a Plan. He is regularly scheduled as a speaker around the country and has been quoted in a number of news outlets including TheStreet.com and Reuters and contributes to various Advisor periodicals including Financial Planning Magazine.
The 7Twelve Core Portfolio motif is listed in the Motif catalog.
About Motif Investing
Motif Investing is an online broker that lets people invest in ideas based on insights, strategies, events and trends. The company, based in Silicon Valley, is changing the face of online investing through innovative, transparent social tools that allow individuals and investment advisors to invest in stock and ETF portfolios built around everyday ideas and broad economic trends -- and even create motifs from scratch. Motif is a registered broker-dealer and a member of SIPC. The company's investors include Foundation Capital, Goldman Sachs, Ignition Partners and Norwest Venture Partners. Board members include former SEC Chairman Arthur Levitt and former Wall Street executive Sallie Krawcheck. Learn more at https://www.motifinvesting.com.
The Exchange Traded Funds prospectus contains its investment objectives, risks, charges, expenses and other important information you should read and consider carefully prior to making an investment decision. Please review the current prospectus, available at www.motifinvesting.com or by calling 1-855-586-6843.
ETFs have unique features that you should be aware of, which can include distribution of any gains, risks related to securities within the portfolio, and tax consequences. The investment return and principal value of an investment will fluctuate so that your investment, when redeemed, may be worth more or less than their original value.
