Sustainable Investing

<div class= "et_pb_module et_pb_text et_pb_text_0 et_pb_text_align_left et_pb_bg_layout_light"> <div class="et_pb_text_inner"> <p>Jon and Jim talk with Jay Close, Co-Founder of Motive Wealth Advisors, about “sustainable investing.” This topic has surged dramatically in 2020; and is likely to become even more popular under the current administration. Come learn what it means for your portfolio –</p> <p><strong>What Jim Niedzinski has to say about fellow Managing Director Jay Close…</strong></p> <p><strong>What He Does</strong><br /> Jay Close, CFA, CFP®, directs our investment strategy and oversees the management of our clients’ portfolios. He creates custom investment solutions that are mosaics of our clients’ needs and values, insights from independent research sources, and our best ideas.</p> <p><strong>Who He Is</strong><br /> What stands out to me about Jay is his incredibly rare combination of complementary skills and his integrity in their application. First, Jay is, to be certain, a true technician. He finds research and analysis fun like most people might enjoy a good novel or night on the town. Yet Jay isn’t content, as many intellectuals are, to merely learn — Jay is a doer, driven to apply his discoveries. Finally — and this is what makes Jay a truly rare bird — he isn’t just satisfied with deeply intellectual pursuits, or the effective application of his work, but ultimately Jay finds fulfillment in making a meaningful difference in the lives of others.</p> <p><strong>Jay’s Qualifications</strong><br /> Since 2006, Jay has been serving wealthy families as a fiduciary, managing their investments within the context of coordinated financial plans. Jay previously managed client portfolios totaling over $1 billion as the Director of Investments of a privately held wealth management firm. Before Motive, Jay served as a Senior Portfolio Manager in the Private Asset Management division of a Fortune 100 financial services firm. Based in Ann Arbor, his practice focused on serving the needs of high net worth fac