Before opening a Motley Fool Wealth Management Personal Portfolio, we'll ask you a series of questions to judge your wealth-building goals, investment interests, and unique situation in life.
Based on your answers to the questionnaire, we’ll present a diverse, risk-adjusted portfolio made up of Motley Fool Wealth Management’s strategic models (Large Cap Aggressive Growth, Hedged Equity, Large Cap Core, International, U.S. Small and Mid Cap, Dividend, Small and Mid Cap Dividend and Fixed Income) — personalized for you.
We know that the nuances of your financial situation cannot be captured in a questionnaire. That’s why we allow you to adjust our proposed portfolio by making it more or less risky, or to invest your entire account in a specific strategy. Every client is onboarded by a member of our financial planning team, so you can discuss any circumstances that are relevant to your portfolio selection.
Once you decide to open and fund that account, the Motley Fool Wealth Management team will manage every aspect of it (e.g. buying, selling, rebalancing, etc.) on your behalf.
What's so special here is that you're harnessing the investing power of professional portfolio managers (all of whom came up through the ranks of The Motley Fool, LLC) to fuel your Personal Portfolio, and you don't even have to lift a finger.
You can see a more detailed explanation of our various model portfolios that could make up your Foolish Personal Portfolio.