Media Contact:
Kathy King


How to start investing if you have $100 or less
(Washington Post)

August 11, 2016 – The thought of investing can feel intimidating, particularly if you don’t have a lot of money to work with. But new apps and trading platforms are making it easy to start investing with as little as $5. And they can help you spread your risk across multiple stocks and bonds to achieve the kind of diversification you would have with a much larger portfolio worth thousands of dollars.
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Local firm begins marketing $50M mini–IPO
(Richmond BizSense)

August 8, 2016 – A downtown private equity firm has taken two big steps forward in its bid to create a publicly traded real estate investment trust.
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The Five Best Investing Apps
(Wealth Daily)

July 29, 2016 – Not too long ago, released a shocking survey. It showed that more than half of all Americans are not investing in the stock market. 52% of the adults in the U.S. have absolutely no stock investments.
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Press Releases

Navy Federal Financial Group Partners with Folio Investing to Create Next Generation Digital Investing Services

November 30, 2016 – Vienna VA – Navy Federal Financial Group (NFFG) is working with Folio Investing to power two new, innovative investing services: a unique self-directed, online investing platform for individual investors and a cutting-edge robo advisor.
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Folio Investing and Folio Institutional Offer A Way to Trade NextShares™

February 26, 2016 – McLean VA – Folio Institutional and Folio Investing welcome financial advisors, institutions and their clients to the first brokerage platform where NextShares exchange-traded managed funds (NextShares) may be traded.
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Folio Institutional Identifies Top Wealth Management Industry Trends for 2016

December 21, 2015 – McLean VA – As the wealth management space continues to grow and strengthen, several trends are emerging that will define an advisor’s ability to attract and deliver value to clients. Folio Institutional, a leading provider of custody and brokerage services to financial professionals and institutions nationwide, servicing billions of dollars in assets, today released its inaugural list of Top Advisor Industry Trends.
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