That way we can get to know you and your financial situation a little better, and we can begin building you a Foolish portfolio that is custom-tailored to your age, goals, and risk-tolerance.
Based on what you tell us, we can allocate your Foolish Separately Managed Account (SMA) across a precise blend of several unique investment strategies inspired by many of The Motley Fool, LLC's services you already know and trust — including PRO, Supernova, and Million Dollar Portfolio.
As you can see from the example portfolios below, our team can handle all of your Foolish investing for you,
whether you're just starting out, working towards retirement, or already retired. Of course, these are only hypothetical portfolios
designed for 8 types of investors with very different circumstances and goals.
Frank is in his mid-60’s, is already enjoying retirement, and has a portfolio just a bit over a half a million dollars. Market drops tend to keep him up a bit at night – particularly with a son already in college and a daughter about to go off to school as well. So as he continues taking advantage of retirement, he knows he needs to continue growing his portfolio while simultaneously protecting its downside as well. While Frank was able to weather the stock market crash of 2008 rather well, he worries about how his portfolio would do if another crash hit.Click here to view our SMA strategies
Now 65 and already in retirement with more than a half million dollar portfolio, Olivia was calm, cool, and collected throughout the 2008 financial crisis and loves investing in high growth stocks. That said, without the previous large and consistent stream of revenue from her successful career as an environmental attorney, she fully understands the need to effectively manage her risk and not take too many chances with her portfolio in order to leave a lasting legacy for her three grandchildren.Click here to view our SMA strategies
Oscar, 53, plans to retire within a decade and has already built a strong portfolio for himself worth more than $250,000 — most of which came from his steady career as a computer programmer. Although he did sell some stock during the 2008 financial crisis, he can tolerate a good deal of risk and even gets enthusiastic about the prospect of buying more stock at a reduced price after a major sell-off. If he keeps taking advantage of those opportunities, he should be well on his way to a comfortable retirement in a decade or less now that his only daughter has graduated college.Click here to view our SMA strategies
Leonard is 39 and still a couple of decades out from retirement, but his successful career at such a young age as a hot-shot graphics designer for a prestigious advertising firm has allowed him to already amass a more than quarter million dollar portfolio — allowing him to already start saving up for college for his three daughters. So you can see why he's a moderate risk-taker who tends to get uncomfortable when the market drops, and did sell a bit of stock during the 2008 financial crisis. But if he keeps up his current pace of investing, he should have well over a million dollars in his portfolio by the time he retires in roughly 20 years.Click here to view our SMA strategies
Eric is roughly a decade from retirement, and with his steady career as a Certified Public Accountant, he's worked hard to build up a nearly $200,000 portfolio. He generally likes investing in higher growth, higher risk companies, but now that he's turning 50 in a few months, he does tend to get uncomfortable when a stock he likes takes a big hit — especially with a son and daughter currently in college. That said, even though investment losses make his stomach churn, he did have the foresight to buy more stock after the market dipped in 2008.Click here to view our SMA strategies
Darian's level-headed and hugely risk-tolerant approach to investing has netted him a more than $600,000 portfolio, even though he's only 52 and still roughly a decade out from retirement after a quarter century running his own local grocery store. He's fully composed when his stocks drop, and happily bought more at a bargain price when the market tanked in 2008. With his aggressive investment approach, coupled with an ability to keep calm during (and even take advantage of) rough market times, he's well on his way to not only topping a million dollar portfolio by the time he retires, but also leaving a lasting legacy for his newborn granddaughter.Click here to view our SMA strategies
Although Phillip's still about two decades out from retirement, his hugely successful career as an up-and-coming investment banker at J.P. Morgan has already allowed him to amass a portfolio worth $1.25 million at the age of just 37. Even though he tends to get uncomfortable when the market drops, Phillip avoided selling any stock during the 2008 pullback. He embraces a solid amount of risk, and is well on his way to his goal of $3-5 million portfolio, or more, by the time he retires.Click here to view our SMA strategies
Rita, 64, has settled in nicely to retirement. Although she typically sticks with a more conservative investment strategy, she calmly weathered the 2008 financial crisis — even buying more shares to take advantage of the drop. Now with a $2.73 million portfolio, she has plenty of money to not only take care of her five grandchildren, but buy the summer home in Nantucket that she's always wanted.Click here to view our SMA strategies
After you accept the personalized portfolio we have designed for you, we'll send you over to our partners at Interactive Brokers with everything you need to open and fund your Foolish Separately Managed Account...
And once you have, we'll begin taking care of the "heavy lifting" that goes along with running a portfolio — including all the buying, selling, and rebalancing — so that you can spend your time doing the things that matter the most to you...
Like raising your family... building your own business... furthering your career... pursuing your passions... or even just enjoying your retirement.
The bottom line is that Motley Fool Wealth Management can make Foolish investing easier, more personalized, and less time-consuming than you ever thought possible — so you can do more with your days and sleep easier at night!