Motley Fool Wealth Management

Motley Fool Wealth Management ("MFWM") is a registered investment advisor based in the United States. Founded in 1993, the company focuses on assisting clients in pursuing their long-term financial goals through proprietary investment strategies guided by their signature Foolish investing philosophy. Emphasizing the belief that great businesses make great investments, MFWM advocates for investing in individual stocks with a long-term, buy-and-hold mentality as a proven method for building long-term wealth. The portfolio managers power the strategies with their highest-conviction stock picks, incorporating a hedged equity strategy designed to confront volatility and potential downturns. Additionally, the company offers fixed-income solutions to further mitigate volatility, presenting a transparent, competitive fee structure and operating as a fiduciary, always placing clients’ best interests first. As an SEC registered investment advisor with a fiduciary duty, MFWM is mandated to act in the clients’ best interests. However, registration as an investment adviser does not imply a certain level of skill or training. Access to MFWM is exclusive to clients pursuant to an Investment Advisory Agreement and acceptance of MFWM’s Client Relationship Summary (CRS) and Form ADV, Parts 2A and 2B, which are available at foolwealth.com. The company is also affiliated with The Motley Fool, LLC ("TMF") but operates as a separate entity, providing independent financial planning and investment advisory services. It is important for prospective clients to analyze the associated risks, as all investments involve potential monetary loss with no guaranteed results. Notably, MFWM does not attempt to track any TMF services. Interested parties are advised to review their social media policy for additional insights at foolwealth.com/social-media-policy.