2008 Press Releases

Customer Communication: Achieving Your Investment Goals in an Uncertain Market Environment


Dear Valued Customer,

In times of financial uncertainty, it is important to remain focused on why we invest—to build wealth and to improve our standard of living. The current crisis gripping some of the players in the financial markets does not change these fundamental and long-term goals or the techniques for achieving them. Key among them are diversification, reducing costs, and a program of consistent investing.

FOLIOfn was created to provide investors like you with a cost effective way to create well diversified portfolios that can serve you over time in up or down markets

We offer over 100 Ready-to-Go Folios including our Target Date Folios which are fully diversified investments designed to align both with your timeline and your risk tolerance, while keeping your costs low.

Your investments are safe with us. Our only business is to serve you. We do not do any proprietary trading or investment banking financing. We provide both SIPC and independent insurance for your cash and securities. And we have one of a kind network of banks where any cash you hold is placed each night so that you enjoy the benefits of FDIC insurance on your cash—for up to $2,300,000 in most accounts and up to $5,750,000 in retirement accounts! Visit our Cash Investment Center to learn more.

Do not let these uncertain times prevent you from achieving your long-term investment goals.

Thank you for choosing FOLIOfn. If you have any questions, please call us at .


Steven M.H. Wallman
FOLIOfn, Inc.

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.