Media Inquiries:
media@folioinvesting.com
703-245-4892

News

What Schwab’s fractional shares announcement means for advisers
(InvestmentNews)

October 18, 2019 – The offering is intended to attract younger people to investing, but fractional shares could also help financial advisers.
Read More

Dad’s Retirement Plan Forced My Mom To Take A Stand
(Forbes)

April 26, 2019 – When my dad retired, he announced he was going to manage his portfolio on his own. The thought of having their retirement accounts managed by someone who is just learning -- even if it was my father -- scared my mother.
Read More

Folio Investing Absorbs Loyal3, Embraces Long-Term Investment Strategy
(Benzinga)

July 17, 2017 – It’s been over a month since Folio Investing absorbed the clients of the now-defunct brokerage, Loyal3, and so far, Folio Senior Vice President Peter Jacobstein is pleased with the transition.
Read More

News Archive


Press Releases

Loring Ward Added to Folio Financial’s Third Party Model Manager Exchange

November 14, 2019 – McLean VA – Folio Financial, Inc., a leading digital-first brokerage, custody and FinTech firm, today announced that Loring Ward, the Silicon Valley-based wealth management services provider, will add its DFA Series Global Portfolio models to Folio’s Model Manager Exchange (MMX).
Read More

Folio Financial - Offering Advanced Fractional Shares and Commission-Free Investing for 20 years

October 22, 2019 – McLean VA – Folio Financial, Inc., a leading digital-first brokerage, custody, and FinTech firm, has offered fractional shares and dollar-based investing, as well as commission-free trading, since our launch in 2000.
Read More

Folio Financial Offers Margin Borrowing with Low Rates

September 25, 2019 – McLean VA – Folio Financial, Inc. announced today that it is now offering margin borrowing with low rates starting at just 7.25% and decreasing with larger loan amounts.
Read More

Press Releases Archive