Port St Lucie, FL Office
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Motiv8 Investments LLC
Team
Firm-wide stats for Motiv8 Investments LLC
About
Motiv8 Investments LLC provides portfolio management and financial planning services to a mix of individual clients (including high-net-worth individuals), pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers both discretionary and non-discretionary portfolio management, broad-based written financial plans, targeted consulting (for example, retirement or 401(k) platform due diligence), and periodic educational seminars and workshops.
Investment advice is customized to each client’s goals and risk tolerance and can include allocations to equities, ETFs, mutual funds, U.S. government and corporate debt, municipal securities and, in limited cases, private partnerships in real assets. Motiv8 monitors accounts continuously and rebalances as needed, applies a mix of fundamental, technical, cyclical and charting analysis, and uses third-party platforms to manage held-away retirement participant accounts without taking custody.
The firm’s structure and operations include several features that distinguish it from many peers: it operates across multiple offices, discloses affiliations with related entities that provide insurance wholesaling and agency services as well as owned real-estate entities, and notes that associated persons are licensed to sell insurance and may receive commissions, a disclosed conflict of interest. Motiv8 also participates in an institutional custodial program that yields research and practice-management benefits and discloses the use of third‑party promoters for client referrals and standing transfer authorizations, operational practices that are less common among similar team firms.
Based on Motiv8 Investments LLC
Expertise
Based on Motiv8 Investments LLC
Location
542 NW University Blvd, Suite B101
Port St Lucie FL 34986
Advisors at this office
3
Advisors at this office
Andrey K
Series 66
Port St Lucie, FL
Motiv8 Investments LLC
Andrey Kolpakov is a financial advisor at Motiv8 Investments LLC with nine years of industry experience. He holds the Series 66 designation and has worked at firms including BBVA Insurance Agency Inc. and JP Morgan Securities LLC. Motiv8 Investments LLC provides portfolio management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers customized investment advice using a variety of asset classes and combines fundamental, technical, cyclical, and charting analysis, while providing both discretionary and non-discretionary management.
Christina K
Port St Lucie, FL
Motiv8 Investments LLC
Christina Kemprecos is a financial advisor at Motiv8 Investments LLC with 27 years of industry experience. She has held roles at JWKODAK Capital Management, Coast to Coast Financial Planning, and operates Christina Kemprecos, CTFA. Motiv8 Investments LLC provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm employs a variety of analytical methods and strategies, tailoring advice to client goals and risk tolerance while utilizing custodial and third-party platforms to manage and rebalance portfolios.
Michael T
Series 65
Port St Lucie, FL
Motiv8 Investments LLC
Michael Terrio is a financial advisor at Motiv8 Investments LLC with 17 years of industry experience. He holds the Series 65 designation and has been involved with several related entities, including M. Terrio Investments, Inc. and M. Terrio, Inc. He serves as Director of Roadways for the Four Rivers Property Owners Association. Motiv8 Investments LLC provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm employs a range of investment strategies tailored to client goals and risk tolerance, utilizing multiple analytical methods and third-party platforms to manage and rebalance portfolios.
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