We have built our company around core values:
We provide advisors, their clients, and other investors with leading-edge innovation, offering better ways to invest made possible by the power of technology.
We act with the highest possible integrity and openness. No matter what the issue, we do our best to provide full disclosure and eliminate jargon and legalese.
We promote smarter investing by enabling cost-effective and easy customization, diversification and tax efficiency, and by offering highly unique products and services designed to help all our customers become more successful investors.
There are risks involved in investing in any security or group of securities. Past returns are no guarantee of future returns. Read Risks of Investing for more information.
Folios can be managed or unmanaged and are not registered investment companies. Folios may contain K1 securities, such as limited partnership interests, or ADRs either directly or through ETFs or mutual funds that invest in them. Please read prospectuses carefully before investing in ETFs or mutual funds.
Folio Investments, Inc. does not make any determination that any investment or strategy is suitable or appropriate based on your or any investor’s particular investment objectives or financial situation. Regardless of whether provided by a third party or by us, we do not review, recommend, determine the suitability of, or provide advice regarding any investment or strategy for your use. If you follow any investment or strategy (including a published Folio) you must determine for yourself whether the investment or strategy is suitable for you. By using our website you agree to these terms and the terms below.
Folio Investments, Inc., through its online brokerage platform, provides brokerage services that, among other things, enable organizations and their members and/or customers to follow the trading strategies, research, and/or investment ideas developed by these organizations. Such organizations may be licensed or unlicensed, professional or amateur and are unaffiliated with Folio Institutional. They are solely responsible for their own services, products, and content regardless of whether such services, products, or content is provided in materials of or hosted on such organizations’ web sites, or any web sites hosted by Folio Institutional or co-branded with Folio Institutional. Folio Institutional reviews advertising published on this official online brokerage web site. Folio Institutional neither reviews nor approves advertising material not involving Folio Institutional and published on a site other than this official online brokerage website site. Such advertising material is the sole responsibility of the organization even where Folio Institutional hosts the web site. Use by an organization of the Folio Institutional brokerage platform does not imply or constitute Folio Institutional’s recommendation, endorsement, approval, or oversight of such organization or its offerings, products, services, or publications or any investment suggested or implied by or from such organization, even if Folio Institutional provides services to such organization (such as creating or consulting on security screens, filters, Folio construction, or otherwise).
Folio Institutional may pay such organizations referral fees, per subscriber fees, content fees, or other fees, or such organizations may pay Folio Institutional for use of the Folio Institutional platform or for services Folio Institutional provides to them. Notwithstanding the payment of such fees, Folio Institutional and the organization remain independent contractors and neither is an agent, representative, or partner of the other. Neither has any right, power, or authority to enter into any agreement for or on behalf of, to incur any obligation or liability for, or to otherwise bind the other. The payment of fees does not constitute or create an association, joint venture, co-ownership, co-authorship, or partnership or impose any partnership obligation or liability upon either.
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Cash investments receive extended FDIC Insurance coverage and pay interest through an FDIC Insured Sweep Program. Cash can be allocated within any Folio using the ticker symbol FDIC.CASH. Separately, non-Folio cash deposits over $25,000 may be eligible for higher interest rates through the FDIC.PLUS product. Cash balances held in your accounts but not invested in FDIC.CASH or FDIC.PLUS are also aggregated into and pay interest through the FDIC Insured Sweep Program. FDIC covers both the principal and accrued interest in each sweep account for any bank that fails. SIPC insurance does not apply to any amounts in bank deposits, nor does it apply to investments in FDIC.CASH or FDIC.PLUS under the Sweep Program.
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The Securities and Exchange Commission (SEC) and FINRA, the organizations which regulate the securities industry, issued an Investor Alert on June 31, 2009 advising retail investors of the risks associated with “leveraged and inverse ETFs”. Specifically, they warn that these instruments tend to deviate from—and may underperform relative to—their benchmarks for periods longer than one trading day by design. These deviations may be substantial for longer periods.
Leveraged ETFs are securities that attempt to replicate multiples of the performance of an underlying financial index. Inverse ETFs are designed to replicate the opposite direction of these same indices, often at a multiple. These ETFs often use a combination of futures, swaps, short sales, and other derivatives to achieve these objectives.
Most leveraged and inverse ETFs are designed to achieve these results on a daily basis only. This means that over periods longer than a trading day, the value of these ETFs can and usually do deviate from the performance of the index they are designed to track. Over longer periods of time or in situations of high volatility, these deviations can be substantial.
Customers should carefully evaluate leveraged and inverse ETFs by looking closely at their prospectuses and considering their own financial goals and risk tolerance before trading these securities. Buy-and-hold investors should be particularly cautious when evaluating these investments, because they may not track their underlying indices over longer periods of time and may have additional risks inherent to the nature of their underlying assets. Even experienced retail investors should reflect carefully before retaining these securities longer than one trading day.
IMPORTANT: With respect to any non-publicly-traded alternative investment positions, including REIT's, held in your account, the estimated value is shown as provided by the issuer, sponsor or other unaffiliated third party, and may have been determined using the net investment method for valuation. Any distribution that represents a return of capital reduces the estimated per-unit value shown. The classification of distributions as income or return of capital in whole or in part, is subject to final accounting by such party(ies) and will be reported on a Form 1099 or K-1, as applicable. Activity in an alternative investment security will not be reflected as a "confirmed transaction" in your account until it has been confirmed by the Asset Manager and/or their agents.
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Folio Institutional does not offer All-Or-None (“AON”) limit, day term orders. As a result, your order may be partially filled if you place a limit, day order for securities.
Good-Until-Canceled (“GTC”) limit orders at Folio Institutional are handled as AON orders. Even if your price target is met, there is a chance that your GTC order will not be filled, since all unrestricted orders at that price must be filled first.
Under the Securities and Exchange Act of 1934, Folio Investments, Inc. doing business as Goldman Sachs Custody Solutions is required to publish its audited statement of financial condition on an annual basis and its unaudited mid-year statement of financial condition. To read the latest copy of Goldman Sachs Custody Solutions’s Statement of Financial Condition, click the corresponding link:
06/30/2024 Unaudited Statement of Financial Condition
12/31/2023 Audited Statement of Financial Condition
06/30/2023 Unaudited Statement of Financial Condition
12/31/2022 Audited Statement of Financial Condition
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©2024 by FOLIOfn, Inc. Folio Investing, FOLIOfn, FOLIO Advisor, Folio Institutional, and FOLIOfn Institutional are registered trademarks of FOLIOfn, Inc. All Rights Reserved. Folio Investments, Inc. products and services are covered under the U.S. Patents listed below as well as other related patent applications.
| Patent Number | Description |
| 9,978,103 | Method and apparatus for portfolio trading using margin |
| 8,275,690 | Method and apparatus for enabling smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis |
| 8,099,344 | Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis |
| 8,086,514 | Method and apparatus for rebalancing an investment portfolio using a portfolio investment system |
| 8,078,490 | Method and apparatus for corporate voting |
| 7,844,538 | Method and apparatus for trading securities or other instruments |
| 7,685,046 | Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis |
| 7,640,182 | Method and apparatus for corporate voting |
| 7,552,082 | Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis |
| 7,546,267 | Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis |
| 7,117,176 | Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis |
| 7,110,971 | Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis |
| 7,047,218 | Method and apparatus for trading securities or other instruments on behalf of customers |
| 6,996,539 | Method and apparatus for enabling smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis |
| 6,801,199 | Method and apparatus for interacting with investors to create investment portfolios |
| 6,601,044 | Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis |
| 6,516,303 | Method, system, and apparatus for managing taxable events within a portfolio |
| 6,360,210 | Method and system for enabling smaller investors to manage risk in a self-managed portfolio of assets/liabilities |
| 6,338,047 | Method and system for investing in a group of investments that are selected based on the aggregated, individual preference of plural investors |
| 6,161,098 | Method and apparatus for enabling small investors with a portfolio of securities to manage taxable events within the portfolio |
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