The AAII Sacramento Chapter presents...

Introducing Motif Investing

    Discussed by:

    Ramak Fazeli

Motif Investing ( offers investors the ability to invest in ideas with a minimum of effort and expense. They utilize a platform that simplifies portfolio construction and rebalancing. Motif Investing allows you to create investment portfolios of up to 30 stocks, ETFs or ADRs and invest in the whole portfolio. See how to create and invest in a portfolio, such as the AAII Model Shadow Stock Portfolio, and rebalance all the positions with a single click. The headquarters of Motif Investing happens to be in Rancho Cordova. Our new meeting location for 2014 is the Rancho Cordova City Hall, so we have invited Ramak Fazeli of Motif Investing to be our speaker. Please note this meeting, as well as all other meetings for the rest of this year, will be on a Tuesday.

Attend This Meeting and Learn...
About idea-based investing and how to add thematic portfolio tilts to your investments
How to utilize Motif Investing’s platform for portfolio investing
How to profit from your investment ideas by participating in the Creator Royalty Program

Tuesday, March 18, 2014
7:00 p.m.    Registration/Social
7:30 p.m.    Program
Rancho Cordova City Hall
2729 Prospect Park Drive
Rancho Cordova, CA 95670
[ Map This Location ]
In Advance (by 3/11)
AAII Member & Member's Family, $7/person
Nonmembers, $10/person
At the Door (space permitting)
Everyone, $10/person
No Refunds
  Special Interest Groups (SIGs)


Bernard Scoville,
Meetings are held on the third Thursday of each month.
Location: SMUD Headquarters, 6301 S Street, Sacramento, in the Forest Room on the first floor.
Time: 7:30 p.m.

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