A complete list of active advisors currently associated with Motus Partners LLC

Warmer can help you find a great advisor at Motus Partners LLC or one who fits your needs even better.

Motus Partners provides discretionary portfolio management for individual clients, including high‑net‑worth individuals, primarily through separately managed accounts rather than by operating private investment funds. The firm reported roughly $2.6 million in discretionary assets under management as of June 25, 2021 and serves a small number of individual client accounts. The firm constructs concentrated equity portfolios using fundamental, quantitative and qualitative analysis, with asset allocation informed by macro and technical views; it may opportunistically trade, add short exposure, and use equity options in a limited, hedging-oriented way. Motus Partners also may employ borrowing (leverage) within client accounts and has policies to address side‑by‑side management when it manages both asset‑based and performance‑based accounts. What is distinctive about Motus Partners compared with many peers is the combination of direct portfolio management for individuals with the use of derivatives and permitted leverage inside separate client accounts, together with the availability of performance‑based fee arrangements for qualified clients. The firm operates on a small, owner‑managed platform, uses an electronic custodian and execution provider for client accounts, and does not act as an adviser to private funds.

To learn more about the advisors currently working at Motus Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.