Motus designs concentrated equity portfolios, aimed at generating maximum returns under a unique fee structure.
Motus designs concentrated equity portfolios, aimed at generating maximum returns under a unique fee structure.
Traditional wealth managers drive their business gathering assets.
Motus is driven by performance.
Accredited clients pay no fixed management fees as a percentage of assets under management, but rather incentive fees based upon performance.
Incentives dictate that most fee-based advisors expend resources selling or gathering assets. Their clients typically remain fully invested at all times, requiring they pay fees regardless of performance.
Motus spends its time not marketing, but rather evaluating businesses, allocating your capital and managing risk.
Motus constructs for each client a concentrated portfolio of equities representing businesses with superior prospects and competitive advantages we believe we understand. We do not over-diversify, track any benchmark or index. Our universe is not confined to any market cap, style or sector. We allow winners to compound. And we offer investors a single point of contact and accountability.
Jeff has over twenty years of professional investing experience as an analyst and portfolio manager at both long only and long short investment firms, through multiple market cycles. He is relentless and passionate about uncovering under-appreciated businesses and investment opportunities. Jeff has held the Chartered Financial Analyst (CFA) designation since 2005, graduated with an MBA from the University of Michigan, and was a former New York State CPA.
Reach out with any questions or to set up a meeting to discover how Motus is different from traditional financial products and advisors.
FORM ADV: https://adviserinfo.sec.gov/firm/summary/309951