Investment portfolio management involves building and overseeing a selection of assets such as stocks, bonds, and cash that meet the long-term financial goals and risk tolerance of an investor.Investment advisory services are provided through First Affirmative Financial Network, LLC. and an affiliate of First Affirmative Financial Network, LLC. conducts business under various trade names, including: Folio Financial, Folio Institutional, Folio Investing, FolioFirst, VIAFolio, Folio Client, and DirectIndexer. Broker-dealer securities products and services are offered only through Folio Investments, Inc. Folio’s businesses include Folio Institutional, focused on providing innovative solutions for RIAs and enterprises VIA Folio, an end-to-end investing platform for private investments available to both institutional and retail investors First Affirmative Financial Network, the leading advisor network serving the responsible investment community The SRI Conference and Community, the nation’s premier conference on impact investing and Folio Investing and Folio First for self-directed retail investors. Its key business segments currently are RIAs, asset and wealth managers, TAMPs, other broker-dealers and financial institutions such as banks and credit unions, as well as other FinTech firms, including robo advisors. Folio utilizes technology to fulfill its mission while embracing diversification and low cost as core principles, along with consistent investing, tax efficiency and personalization. Among its activities, Folio develops and supports digital-first investment platforms for advisors and enterprises, fully integrated with its subsidiary’s brokerage, clearing and custody solutions. is an innovative market leader that owns and operates a unique self-clearing broker-dealer and FinTech company. We’re really looking forward to showcasing our abilities at this year’s T3 Advisor Conference.”įolio Financial, Inc. “It’s truly unique versus what the competition offers. “Folio’s technology allows companies to differentiate their offering through a configurable platform reflecting their business, branding and investor needs, while streamlining operations to conserve time and resources,” added Forde. To complement a current offering or an infusion of digital automation throughĪn advanced advisor workstation, with DWP, they enjoy personalization,Ĭonfigurability, and streamlined operations, built for their brand. Whether a company’s growth strategy includes adding a standalone robo advisor Institutions to deliver intelligent and personalized digital investmentĮxperiences – including the ability to do direct indexing – to a wide range ofĬlients, such as RIAs, financial services enterprises and even consumer brands. Wealth Platform offers the essential building blocks for financial advisors and Portfolios, has become an increasing focus in the financial services industry.” Portfolios of individual securities for clients based on indexes or model “At the same time, direct indexing, which allows advisors to build tailored Human capital, concentrated assets and personal financial situations,” said Looking for more customization in their investment strategies, including theĪbility to tailor their portfolios to their values, preferences, life goals, AttendeesĪre encouraged to visit Folio at Booth 320 for a capabilities demo, or contact Innovation, the Digital Wealth Platform (DWP), and its fractional share-poweredĭirect indexing technology, which Folio has offered since 2000 – can help. It will cover clients’ increasing expectation forĬustomized wealth management, and how Folio’s advanced FinTech – namely its latest President of Advisory Services, will be in the Exhibit Meeting Hall at 10:30 am Given by David Hagen, Vice President of Digital Wealth, and Patrick Forde, Vice Marina in in San Diego, CA, on February 17-19, 2020. Technology to Reshape the Client Experience” at this year’s Technology Toolsįor Today (T3) Advisor Conference, held at the Marriott Marquis San Diego Will give a presentation entitled “Personalization Matters: Digital Wealth
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