Folio Investing

Folio Investing

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.On May 14, 2020, Folio Investing was acquired by Goldman Sachs. Terms of the transaction were not disclosed. Invest a smarter way. Folio Investing is an online brokerage offering financial resources and investment products such as stocks, mutual funds, and ETFs.

HQ 🇺🇸
McLean, United States
Year founded
1999
Status
Acquired
People
Greg Vigrass
Chief Executive Officer, President
James Vitale
President
Jerrold Grochow
Chief Technology Officer
John T Paolucci
Chief Information Officer
Jeffrey W Helms
Managing Director
Elizabeth M Piper/Bach
Managing Director
Investors
Goldman Sachs
Nomura Holdings
SS&C Advent
American Century Investments
Jefferson Partners
MVC Capital
Categories
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