comments on folio institutional investments

The platform is based on folios, which is a special basket of securities with specific features provided by Folio Investing that can be either managed or unmanaged by the platform or other third parties. Officially, the company is FOLIOfn Investments, Inc., which is a wholly owned subsidiary of FOLIOfn Inc., a company that provides investment technology, management consulting and other services to the financial services industry sector. It combines investing in mutual funds and exchange-traded funds, with individual stocks, in what it calls folios.īased in McLean, Virginia, Folio Investing is a privately held company that was founded in 1998 by Steven Wallman, a former commissioner of the Securities and Exchange Commission. What is Folio Investing?įolio Investing, also known as FOLIOfn, is an investment platform that provides investing and portfolio management which allows customization as well as tax and cost management benefits. One company, Folio Investing, is making it easy for investors to build customized portfolios. Luckily, with the advent of robo advisors, it's easier than ever to do just that.

If your accounts were transferred to Interactive Brokers, please contact them at 1-87 or visit If you're looking for a new options, please review our best robo-advisors page to help you choose.Īs an investor, you want to build a portfolio based on your own particular investment strategy and long-term goals. As of December 2020, Folio has discontinued its self-directed investment offering.

Comments on folio institutional investments