2017 Folio News
Folio Investing Absorbs Loyal3, Embraces Long-Term Investment Strategy
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.
What Do You Do When Your Firm Suddenly Acquires 200,000 Customers?
July 12, 2017 – Benzinga spoke with Senior Vice President Peter Jacobstein to discuss the firm’s genesis, its “buy and hold” philosophy and its new list of clients from the recently-shuttered Loyal3.