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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.

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©2021 by Folio Financial, Inc., a Goldman Sachs Company. All rights reserved. Brokerage, custody and clearing services are offered by Folio Investments, Inc., a registered broker-dealer and member FINRA/SIPC. Folio Investments, Inc. is a subsidiary of Folio Financial, Inc. Folios can be managed by an investment advisor or unmanaged and are not registered investment companies.
Folio Financial, Inc, and Folio Investments, Inc. are affiliates of Goldman Sachs & Co. LLC and subsidiaries of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. The Goldman Sachs Group, Inc. and its subsidiaries and employees (collectively, "Goldman Sachs") are engaged in businesses and have interests other than the services provided by Folio Financial, Inc. and its subsidiaries.