Motif is both a proprietary portfolio modeling system where client accounts are custodian at Pershing rather than Charles Schwab and offer portfolio and Motif models. This new system has been created due to computer revolution in Wall Street where trading completed by computers and prices in both fractions of a share and a fractions of a cent per share. These technological changes in stock order flow has allow the technology people at Motif to offer the creation of portfolios (30 or few stocks) to be built and managed regardless of the amount invested in a portfolio. Most important, the changes within the portfolio such as rebalancing can be done efficiently.
Motif Investing, a New Dynamic in Portfolio Management