2013 Folio News

Alta Trust Partners with Folio Institutional to Provide Collective Investment Funds
(Market Watch)

February 21, 2013 – Alta Trust Company announces a new relationship with custodian Folio Institutional for investment managers seeking to establish collective investment funds.

Folio Tops Peers, Seeks Distribution Partner
(Financial Planning)

February 5, 2013 – Higher returns with lower volatility over the past five tumultuous years. That’s the claim from McLean, Va., based Folio Investing, which celebrated the recent fifth birthday of its target date folios by pointing to its since-inception results, compared with those of the leading target date mutual funds.
Read More

Folio Investing’s Target Date Folios Outperform Traditional Target-Date Funds

January 28, 2013 – Folio Investing, a division of the online brokerage FOLIOfn Investments, announced Friday that over the five years since they were brought to market, its target date folios have “significantly outperformed” traditional target-date funds.
Read More