Motiv8 Investments LLC
Motiv8 Investments LLC is a registered investment adviser headquartered in Port St. Lucie, Florida. Founded in 2016 by Michael G. Terrio, the firm specializes in providing investment advisory services, portfolio management, and strategic planning to individuals—with a focus on high net worth clients and retirement plan participants. Motiv8 is staffed by over 40 employees and is managed by Michael Terrio (Manager) and Cassie Ottofarro (COO). The firm serves primarily U.S. persons and manages client assets across various retirement, brokerage, and taxable accounts.
Investment Strategy
Motiv8 Investments LLC primarily manages discretionary portfolios for individuals and retirement plans, seeking growth through diversified public equities, fixed income, and tailored investment strategies. The firm emphasizes individualized financial planning, risk management, and retirement solutions, utilizing both strategic asset allocation and tactical oversight to help clients build, preserve, and transfer wealth. Motiv8 does not operate pooled vehicles; its approach centers on personalized advice and ongoing direct client engagement. Accounts are managed with an emphasis on confidentiality, regulatory compliance, and fiduciary responsibility.
Top Holdings
Equity Positions (103)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 4.47% | $8.4M | 12,605 | $494.05 | $666.18 | +$435.0K |
P POCT | INNOVATOR ETFS TRUST | 3.99% | $7.5M | 173,893 | $36.75 | $43.10 | +$169.9K |
P PJUL | INNOVATOR ETFS TRUST | 3.98% | $7.5M | 164,250 | $36.98 | $45.60 | -$34.2K |
P PJAN | INNOVATOR ETFS TRUST | 3.98% | $7.5M | 163,454 | $38.07 | $45.80 | +$141.9K |
P PAPR | INNOVATOR ETFS TRUST | 3.94% | $7.4M | 192,876 | $33.17 | $38.36 | +$164.9K |