About Folio

Transforming the way people invest

Since Folio launched in 2000, we have been dedicated to transforming the way people invest for the better. No other brokerage offers our unique combination of patented innovations, powerful platform, passion, and determination to help investors reap the benefits of smarter investing.

Our focus on investment innovation has enabled us to build a leading platform for low-cost diversification, suitable for clients and investors of any size.

Automation

Automation

Our platform does the heavy lifting with automated tools.
Cost Reduction

Cost Reduction

Single asset-based fee or flat-fee pricing mean you get a lot for a little.
Customization

Customization

Personalize investments with industry, sector, and values preferences.
Tax Minimization

Tax Minimization

Apply a tax strategy to every trade or use our patented Tax Football™ for even greater control.
https://youtu.be/li8icFPHEOg

The company was founded in 2000 by Steven Wallman, a former commissioner of the Securities and Exchange Commission, who is widely recognized for his advocacy on behalf of investors. During his years as an SEC Commissioner, he saw first-hand how the needs of many investors were not fully met by existing financial institutions and existing financial investment vehicles. With the Folio platform:

  • Investors of all sizes and investment styles can enjoy the advantages of a flexible and diversified portfolio
  • Transparency and direct control over the securities they own
  • Reduced costs from commission free-trading, fee-free portfolios, and better control of capital gains taxes