We have built our company around core values:
We provide advisors, their clients, and other investors with leading-edge innovation, offering better ways to invest made possible by the power of technology.
We act with the highest possible integrity and openness. No matter what the issue, we do our best to provide full disclosure and eliminate jargon and legalese.
We promote smarter investing by enabling cost-effective and easy customization, diversification and tax efficiency, and by offering highly unique products and services designed to help all our customers become more successful investors.
We are revolutionary and pioneering, but we’re not new.
Since Folio launched in 2000, we have been dedicated to transforming the way people invest for the better. No other brokerage offers our unique combination of patented innovations, powerful platform, passion, and determination to help investors reap the benefits of smarter investing.
Folio Investments, Inc. is a wholly owned subsidiary of Folio Financial, Inc.®, which provides investment technology and other services to the financial services industry.