When Smaller Is Better
January 2, 2014 — All custodians try to differentiate themselves from the competition, and they all have some unique aspects to their offering, but Folio Institutional really is different. Read more.
Alta Trust Partners with Folio Institutional to Provide Collective Investment Funds
February 21, 2013 — Alta Trust Company announces a new relationship with custodian Folio Institutional for investment managers seeking to establish collective investment funds. Read more.
Folio Tops Peers, Seeks Distribution Partner
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 Celebrates Its Target Date Folios’ Five-Year Record of Outperformance
01/24/13 — Folio Investing announced today that, over the five years since they were brought to market in December 2007, its Target Date Folios have significantly outperformed traditional target-date funds. more