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Our Values:

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.

About Us

Folio Institutional delivers comprehensive solutions to financial advisors, professionals and institutions, and their clients around the world. Our focus on nurturing investment innovation has led us to provide a leading platform for enabling low cost diversification for clients of any size.

Folio Institutional is offered by FOLIOfn Investments, Inc., a self clearing broker dealer launched in 1999 to help individual investors achieve financial success with the best investment options available for a fair price.

FOLIOfn Investments, Inc., is a wholly owned subsidiary of FOLIOfn Inc., which provides investment technology, management consulting and other services to financial services firms.

The Foundation of Folio Institutional

The company was founded in 1999 by Steven Wallman, a former commissioner of the U.S. Securities and Exchange Commission widely recognized for advocacy on behalf of investors. We are based in the Washington, D.C. suburb of McLean, in the heart of the Northern Virginia high-technology corridor.

Mr. Wallman gained a unique perspective on Wall Street during his years as a Commissioner of the U.S. Securities and Exchange Commission. He saw first-hand how the needs of many investors were not being fully met by existing financial institutions and existing financial investment vehicles. Folio Institutional was founded, in part, to provide advisors and other professionals the tools they need to deliver better solutions to their clients:

  • With Folios, investors of all sizes and investment styles can enjoy the advantages of a flexible and diversified portfolio.
  • Folios help reduce the drain on your earnings from fees, trading commissions, and capital gains taxes.
  • Folios, in contrast to mutual funds, provide advisors and their clients transparency and control over the securities their money is invested in.

In short, Folio Institutional was founded to provide advisors and other professionals a platform for them to deliver a better way to invest.