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  • Tailor, personalize, customize your investment plans.
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  • Combine the advantages of mutual funds with owning individual stocks.
  • Invest what you want, with no minimums.

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Top Performing Ready-to-Go Folios

 
1 Year Return
Small-Cap Growth 52.81%
Internet 50.94%
Zacks Momentum Anomaly 50.85%
Aerospace 49.60%
Military Procurement 48.85%
20.29%
S&P 500

Updated: April 22, 2014

Past performance is no guarantee of future results.

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Folio Institutional
Solutions for Financial Professionals
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No Obligation. No Kidding.

Give Folio Investing a try and you’ll understand why we believe we are the easiest and most effective way to manage your investments.

Take your time to decide.

If you are not satisfied during the first 60 days, then simply close your account. No Monthly Fee.1 No Obligation. No Kidding.

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Folio Investing Unlimited2 Plan: $29 per month

Unlimited2 Commission-Free Trades: Trade your entire portfolio or individual stocks, mutual funds, or ETFs in twice daily trading widows with no commissions.

Unlimited Accounts: Open as many IRA, joint, or individual accounts as you need.

Unlimited Portfolios: Choose from over 100 Ready-to-Go Folios built for sectors, geography, or investment styles, or build your own.

1. We won’t begin charging monthly fees until two months after you deposit funds into your account. Charges for special services or market, limit, stop and stop/limit orders will apply.

2. In the extraordinarily unlikely event that you have one or a combination of trading strategies where the total number of securities you trade in windows exceeds the incredibly high threshold of 2,000 in a calendar month we will charge a fifty cent ($0.50) fee for each additional security trade in a trading window over 2,000 in a calendar month which is more than most customers need or want. Most U.S. listed stocks, ADRs and ETFs are available in trading windows. We do not support most Pink Sheet, Bulletin Board or debt securities.