FOLIOfn Investments, Inc. was launched in 1999 to help individual investors achieve financial success with the best investment options available for a fair price.
Folio Investing, offered by FOLIOfn Investments, provides significant tax advantages, transparency, customization, lower costs and diversification.
We strive to:
Make it easier for investors to enjoy the value of a diversified portfolio
Reduce investment costs, trading commissions, and capital gains taxes
Leverage new technologies to improve the user experience
Give investors greater control over what they own an advantage denied to mutual fund investors