What can I expect as a Motley Fool Wealth Management client?

As a Motley Fool Wealth Management client, you can expect…

An actively managed portfolio

You’ll gain exposure to our in-house Portfolio Managers’ highest-conviction stock picks through our exclusive equity strategies. We hand-pick stocks we believe have the potential to outperform the market over time. We invest in what we feel are standout businesses with solid fundamentals and competitive advantages over their industry peers.

As your professional investment team, you can rely on us to pay attention to the markets and make tough decisions that might otherwise keep you up at night.

An investment strategy customized for YOU

Your portfolio allocation will be made up of a unique blend of our seven exclusive, actively managed strategies based on YOUR individual financial needs—your time horizon, your risk and reward tolerance, and your goals for the future.

Your investments will be held in your separately managed account (SMA), which means you will own shares of individual businesses. Plus, SMAs are usually more tax efficient than pooled investment vehicles, and, unlike a mutual fund, the value of your shares won’t be affected by other investors’ buying and selling decisions.