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.
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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.
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