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Follow on Google News | Halvorson Research Associates, LLC uses Motif's to offer low-cost alternative to Robo-AdvisorsHRA has partnered with Motif Investing to service even the smallest clients with affordable active management.
Halvorson Research Associates LLC. and its previous iteration Halvorson Research Associates have been using model portfolios to drive real-world investments since 1988*. Partnering with Motif is a natural extension of that process as we see individual motifs as fully-customizable model portfolios and the Motif Investing platform as a cost-efficient way to leverage our model portfolios and capture returns for our clients. In searching for a Robo-Advisor solution we found the options available to smaller clients lacking. When we found Motif we knew that their platform would work perfectly with our growth strategy. We found a layer in the financial onion that actually helps small account customers by cutting out middlemen. In true disruptor fashion, Motif allows a manager or client to craft customized products and use them for a very reasonable fee. Motif really is the first low-cost, social, scalable tool that can service the needs of millennial clients. HRA still works with individual investors through their own account platforms (Fidelity, TD Ameritrade, etc.) as we work to apply specific suitable investment strategies for each investor. The Motif Advisor platform allows for our smaller investors to be able to afford all thirty of our Favorite 30 stocks through owning partial shares and reduced trading costs through batch orders. *HRA currently maintains stock selections in three model portfolios. Favorite 30, Realistic Growth 12, and Tiny 6. Details and performance are available on our website http://www.hrastockpicks.com *Motif Advisor clients are charged a fee in lieu of commission cost. This fee varies per advisor per customer but for the case of HRA is substantially less than only the initial cost of purchasing our favorite 30 stocks at a traditional brokerage. *HRA is an independent, fee-only investment advisor. Clients accounts enlisted in the Motif platform are subject to advisory fees. End
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