Motiwala Capital is an independent, fee-only Registered Investment Advisor based in Texas. We provide equity portfolio management services to individuals. As a fee-only firm, Motiwala Capital does not accept any referral fees or compensation that is contigent upon on the purchase or sale of a financial product.

What is your investment philosophy?

We are a value investing firm. That means we view buying a stock as purchasing a long-term partial ownership position in a business, not as a piece of paper that changes hands daily. We manage others' money the same way we manage our own, and because of that, we tend to study a company carefully prior to investing. We build focused portfolios of 15 to 25 meaningful positions in the common stocks of good businesses run by managers we admire. We do our own research, keep transactions costs low, buy for the long-term and above all ensure we buy shares when they are cheap. We are solely concerned with getting a good price on the shares of a few great businesses - independent of economic forecasts, Wall Street consensus and financial media noise. We believe this is the only rational way to invest.

Who will be managing my money?

Client portfolios are managed by Adib Motiwala who is the President of Motiwala Capital. Adib holds an MBA degree from the University of Texas at Dallas. He has been investing personally for several years in the US. He also has a Masters degree in Computer Science from Texas A&M University.

Is there a minimum investment amount to get started?

Yes, the minimum investment required is $25,000.

How many investments will there be in my portfolio?

We manage concentrated portfolios as good investment ideas are far and few. Typically, the portfolios we manage contain about 15-25 positions.

Where is my account held?

Each client has his own seperate brokerage account at InteractiveBrokers

What if I have more questions?

Please feel free to contact us via email (adib@motiwalacapital.com) or telephone (817-689-5115)