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-- Why Folio? An Integrated Solution Deliver Services Efficiently Innovate & Differentiate Feel Valued Investment Advisors Trading & Custody Platform Features Efficient Portfolio Management Financial Institutions Technology Solutions API Services Retirement Plans Folio(k) TM Folio Unitization Services Third Party Administrators Other Services Private Investments SRI Conference Investment Management Webinar Series Grow Your Business with Folio Institutional We are a unique brokerage, custodian, and financial technology company—all in one Folio Financial’s CEO, Steve Wallman, addresses industry news regarding limited commission-free trading. Click Here. Leverage our innovative technology and holistic solutions. We provide services to: Investment Advisors Financial Institutions and FinTech Advisors to Retirement Plans Benefit from the Folio Advantage An Integrated Solution Simplify your life by eliminating the need for multiple service providers. Our turnkey online platform has it all—from model management and tax optimization, to performance reporting and billing—all seamlessly integrated with our brokerage and custody services solution. Deliver Services Efficiently Scale your business and realize significant cost and time efficiencies with our paperless platform, modular robo technology, automated exclusions, and much more. Manage each account to your client's preferences—and manage all your accounts with mass customization. Innovate & Differentiate Stand out and enhance your competitiveness with pioneering innovations such as our patented Tax Football ® , private and alternative investments, dollar-based and fractional share trading, model management, branded client portal and access to hundreds of third-party portfolios. Feel Valued, Be Valued You matter. We serve some of the largest financial services firms in the country, and some that are just starting to build their business. We remember being small and want to partner with you so we can grow together. Modules, Robos and API Services Automate your account opening with Folio Advisor Connexion TM , our customizable, turnkey modular platform for advisors, build your own robo by leveraging our API services , or partner with us to build tailored solutions that fit your clients just right. Benefit from Our Expertise Trusted Custodian We've been a self-clearing broker-dealer, trusted custodian, and innovative financial technology firm for almost two decades Unique Patents We're known for our paperless platform and unique, patented trading, tax management, and portfolio management innovations We Act As A Partner We're not just a vendor, we're a partner to large and small financial institutions, financial technology firms and a wide range of RIAs We're Proven Founded in 2000, by former SEC Commissioner Steven Wallman, we serve well over 400 financial firms A Unique Private Investments Platform We provide a dynamic online private and alternative investment platform— VIA Folio—for advisors, other broker dealers and one-time and "serial" issuers A Commitment to the Future Our affiliates, The SRI Conference and the First Affirmative Financial Network, offer thought leadership, consulting, and sub-advisory and other complementary services to advisors and firms who invest with a responsible, impact, or governance perspective "We couldn't manage our business if we had to make individual account changes. Folio Institutional changed our practice and the dynamics of what we can offer our clients. Folio makes life easy." Vance Howard Howard Capital Management president and CEO Advisors talking about Folio Folio in the News Honoring Innovation: InvestmentNews Recognizes Firms' Inventive Concepts and Tools for the Financial Advice Industry For the first time, InvestmentNews is highlighting and honoring firms that have developed innovative approaches to the opportunities and challenges facing the financial advice profession. What makes Folio Financial's Digital Wealth Platform unique is its flexibility, modularity and personalized investment capabilities for all levels and types of clients at a low cost. Folio Financial Launches Robo for Advisors Folio Financial has rolled out a digital wealth management platform aimed at financial advisors and institutions, with built-in flexibility allowing advisors various ways to deploy it, the company says. Dad's Retirement Plan Forced My Mom To Take A Stand When my dad retired, he announced he was going to manage his portfolio on his own. The thought of having their retirement accounts managed by someone who is just learning -- even if it was my father -- scared my mother. There were some difficult conversations before my parents worked things out. For families going through this today, I hope to spare you some of the anguish by sharing my parent's story. Delivering Innovation That Benefits Investors And Those Who Serve Them—Since 2000 Why Folio An Integrated Solution Deliver Services Efficiently Innovate & Differentiate Feel Valued RIA Services Trading & Custody Platform Features Model Management Financial Institutions Technology Solutions API Services Retirement Plans Folio(k)™ Folio Unitization Services Third-Party Administrators Other Services Private Investments SRI Conference Investment Management &amp;amp;lt;div style="display:inline;"&amp;amp;gt; &amp;amp;lt;img height="1" width="1" style="border-style:none;" alt="" src="//googleads.g.doubleclick.net/pagead/viewthroughconversion/1072566759/?guid=ON&amp;amp;amp;amp;script=0"&amp;amp;gt; &amp;amp;lt;/div&amp;amp;gt; <iframe src="https://www.googletagmanager.com/ns.html?id=GTM-MNLJMDG" height="0" width="0" style="display:none;visibility:hidden"></iframe> Company About Us News Resources Contact Us Careers Legal Important Disclosures Privacy & Security Financial Statement Contact Toll Free: 1 (888) 230-5635 International: 1 (703) 245-5775 Fax 1 (703) 649-6288 Email Send us an email Address Folio Institutional 8180 Greensboro Drive 8th Floor McLean, VA 22102 Social Folio Institutional on Twitter Folio Institutional on LinkedIn Join Our Mailing List! ©2020 by Folio Financial, Inc. All rights reserved. Brokerage, custody and clearing services are offered by Folio Investments, Inc., a registered broker-dealer and member FINRA / SIPC . Folios can be managed by an investment advisor or unmanaged and are not registered investment companies....