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Folio Investing
Get Company Profile at USD 99.00
Founded
1999
HQ
McLean
United States
North America
Industry Segment
Digital Investment Advisors
Company Status
Operating
Description
Folio Investing is the online brokerage where investors can create an unlimited number of diversified investment portfolios, called folios, to combine the benefits of direct stock ownership with the convenience of mutual funds. Investors can customize each folio with up to 100 stocks, ETFs, and mutual funds or choose from over 160 free, pre-made Ready-to-Go folios. Diversification is easy and accessible at Folio because investors can trade securities at any dollar amount-even less than a full share. Folio also provides patented tax management tools as well as access to private investment opportunities. Financial professionals can leverage these benefits for their clients using the Folio Institutional platform.