2008 Press Releases
Greg Vigrass, President of FOLIOfn Institutional, to Speak at “The 2008 World Money Show” in Orlando on February 8th
VIENNA, Virginia – FOLIOfn, Inc., an innovative online securities firm, announced today that Greg Vigrass, President of FOLIOfn Institutional, will give a presentation at The Money Show on February 8, 2008 in Orlando, Fla. About 5000 financial professionals and investors from all over the country are expected to attend this major investment forum, which will be held at the Gaylord Palms Resort.
Greg Vigrass will give a presentation entitled “FOLIO Investing: The Next Frontier After Mutual Funds and ETFs.” The speech will be given from 4:25 p.m. to 5:10 p.m. on Friday, February 8 in the Sun A Room. There will also be a live webcast of the presentation, viewable at the Money Show’s website, www.moneyshow.com. Click on webcasts, then investors to view his presentation, which will be posted on the site for six months.
FOLIOfn, voted “Best of the Web for Alternative Investing” by Forbes magazine, enables investors to create and manage portfolios, called Folios, of up to 100 securities each with just a few clicks of a mouse. A Folio is much like a personalized mutual fund or Exchange Traded Fund (ETF). With FOLIO Investing® individual investors can affordably purchase entire portfolios of securities that enable the diversification of mutual funds with the cost, control, and tax benefits of owning individual securities.
The unique, patented FOLIO Investing platform offers distinct benefits for investors: diversification, customization, low cost, tax efficiency, performance measurement, and a FOLIO wizard to help investors decide what to select. For only $29 per month—or $290 for an entire year—self-directed investors get unlimited portfolios, unlimited accounts, and unlimited commission-free trades. Investors can create their own FOLIOs or select from over 100 Ready-To-Go (RTG) FOLIOs®, based on various target dates, indices, geographies, sectors, themes, and styles. In addition, FOLIOfn recently launched conservative, moderate and aggressive target-date Folios, which were cited in the Wall Street Journal (12/27/07) as one solution to the problem of “one-size-fits-all” target-date funds.
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 allows users to customize portfolios of securities, which they can buy or sell in a single transaction. Financial institutions can easily create and update actively managed model portfolios for thousands of accounts.
“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 or investment advisor.
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.