2007 Press Releases

Two Leading Wall Street Experts, Clients of FOLIOfn, to Speak at “The Money Show” in Washington, DC


VIENNA, Virginia – FOLIOfn, Inc., an innovative online securities firm, announced today that two Wall Street experts—both clients of their FOLIOfn Institutional division—will give presentations at The Money Show on Sept. 6–8, 2007 in Washington, DC. Ken Kam, Portfolio Manager for Marketocracy Masters 100 Fund, and John Reese, Founder and CEO of Validea.com and Validea Capital Management, will be among the 50 leading financial experts slated to address this major investment forum. About 5,000 financial professionals and investors from all over the country are expected to attend the event, to be held at the Wardman Park Marriott.

Ken Kam of Marketocracy and John Reese of Validea will both address the workshop entitled “Knowing When to Fold ’Em,” (11:35 a.m.–12:20 p.m. on Sept. 7). Following that, Mr. Kam will speak at panels entitled “MSN Money’s Strategy Lab: Beat the Market Six Months at a Time” (3:00 p.m.–3:45 p.m. on Sept. 9); “Managing Your Family’s Money: Succession Planning” (8:00 a.m.–8:45 a.m. on Sept. 8) and “Technology and Biotechnology: The Next Wave” (12:30 p.m.–2 p.m. on Sept. 8). Mr. Reese of Validea will speak at a panel entitled “Invest Using the Strategies of Wall Street Legends” (5:45 p.m.–6:30 p.m. on Sept. 7 and also at 10:35 a.m.–11:20 a.m. on Sept. 8).

FOLIOfn Institutional’s proprietary FOLIO trading platform offers financial advisors a unique advantage in the investment business (www.folioadvisor.com). This easy-to-use, web-based investing system enables users to customize portfolios of securities—called Folios—which they can buy or sell in a single transaction, and which financial institutions can easily make available to thousands of accounts.

In addition, FOLIOfn enables individual retail investors to benefit from the firm’s innovative technology platform. With a single click, investors can purchase and manage a diversified portfolio of securities—similar to creating your own mutual fund or Exchange-Traded Funds (ETFs). By using FOLIO Investing® and investing in whole portfolios of securities, investors combine one of the best aspects of mutual funds (diversification) with the benefits of owning individual securities through a traditional brokerage service. Investors can create their own Folios or select from 73 Ready-to-Go FOLIOs®, based on various indexes, sectors, themes, styles, and various other investment choices that meet a wide variety of interests and goals.

The FOLIOfn model offers distinct benefits for investors: Customization and low cost, tax tracking tools, performance measurement, a FOLIO wizard to help investors decide what to select and customer service to make the most of all the Folio benefits.

“Folios are the next generation offering after mutual funds and unparalleled in what they offer investors,” summarized Steven M.H. Wallman, founder and CEO of FOLIOfn. FOLIOs differ from mutual funds, in that they are not registered with the SEC and are managed by the individual owner, not a professional manager.

About FOLIOfn Institutional

FOLIOfn delivers innovative investment solutions to financial professionals and institutions through FOLIOfn Institutional, a division of FOLIOfn Investments, Inc. (www.folioadvisor.com), headquartered in Vienna, Va., (703) 245-5757. The proprietary and patented FOLIO trading platform is an easy-to-use, Web-based trading system that enables users to customize portfolios of securities—called Folios—which they can buy or sell in a single transaction. Financial institutions can easily make Folios available to thousands of clients.

About Folio Investing

Folio Investing, a division of FOLIOfn Investments, Inc., is an online brokerage that enables investors to manage stocks, ETFs, and mutual funds as integrated investment portfolios called “Folios” that deliver better control, greater transparency, and lower cost. Investors can create their own Folios, much like creating personalized ETFs or mutual funds, or invest in over 100 Ready-to-Go Folios representing market indices, sectors, geographical regions, target dates, and more. The Folio Unlimited Plan features unlimited commission-free trading in twice-daily windows for only $29 a month or $290 a year. Ready-to-Go Folios can be managed or unmanaged, are not registered investment companies, and are offered by FOLIOfn Investments, Inc., a registered broker-dealer. FOLIOfn Investments, Inc. does not provide investment, tax, or legal advice. FOLIOfn Investments, Inc., is a member of FINRA/SIPC.