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Jon and Jim talk with Jay Close, Co-Founder of Motive Wealth Advisors, about \\u201csustainable investing.\\u201d 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 \\u2013

What Jim Niedzinski has to say about fellow Managing Director Jay Close\\u2026

What He Does
Jay Close, CFA, CFP\\xae, directs our investment strategy and oversees the management of our clients\\u2019 portfolios. He creates custom investment solutions that are mosaics of our clients\\u2019 needs and values, insights from independent research sources, and our best ideas.

Who He Is
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\\u2019t content, as many intellectuals are, to merely learn \\u2014 Jay is a doer, driven to apply his discoveries. Finally \\u2014 and this is what makes Jay a truly rare bird \\u2014 he isn\\u2019t 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.

Jay\\u2019s Qualifications
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 faculty and physicians at The University of Michigan. Jay is a CFA charterholder and CERTIFIED FINANCIAL PLANNER\\u2122 professional. He graduated magna cum laude from Western Michigan University with a major in Personal Financial Planning.

Jay\\u2019s Personal Life
Jay\\u2019s family includes his wife Jackie (truly his better half) and their three adorably rambunctious daughters. After living in Beverly Hills, Michigan, for many years, the Close Family moved to Brighton Township where they\\u2019re surrounded by extended family, big sunrises, and sandhill cranes. If Jay isn\\u2019t exploring the woods with his family, he\\u2019s probably reading, or fiddling with a chisel and plane, intent on becoming a more capable woodworker.

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Investment advisory services are offered through Motive Wealth Advisors, a DBA of tru Independence Asset Management, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. Any material discussed is intended for informational purposes only.

It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third-party sources and is believed to be reliable.

Connect with Jon Dwoskin:

Twitter:\\xa0@jdwoskin
Facebook:\\xa0https://www.facebook.com/jonathan.dwoskin
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Website:\\xa0https://jondwoskin.com/
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Email:\\xa0jon@jondwoskin.com
Get Jon\\u2019s Book:\\xa0The Think Big Movement: Grow your business big. Very Big!

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Connect with Jim Niedzinski:

Website:\\xa0www.motivewa.com
LinkedIn:\\xa0linkedin.com/in/jimniedzinski
Email:\\xa0jim@motivewa.com

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Connect with Jay Close:

Website:\\xa0https://motivewa.com/