Media Contact:
Kathy King
kingk@folioinvesting.com
703-245-4892

News

Standout features of 10 robos aimed at advisory firms
(Investment News)

December 12, 2016 – Folio Institutional, one of the nation’s largest custodians, introduced its automated advice solution for advisers in 2014. Its digital platform offers clients access to exchange-traded funds, mutual funds and stocks, as well as dollar-based fractional share investing and window trading.
Read More

Robos to make banks a bigger competitor in advice market
(Investment News)

December 2, 2016 – Navy Federal Financial Group, a unit of the $78 billion Navy Federal Credit Union, selected Folio Investing to provide online trading and a robo adviser for clients.
Read More

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.
Read More

News Archive


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.
Read More

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.
Read More

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.
Read More

Press Releases Archive