1/3/2024 0 Comments Foliofn incLaunched in 2000, FOLIOfn Investments, Inc. With access to proven, highly scalable, online brokerage and investing solutions, professionals can efficiently maintain diversified portfolios of public and private securities, retain hands - on control over investments, manage tax liabilities, efficiently rebalance portfolios, produce reports, promote compliance, and take many other actions.įolio Institutional®, Folio Investing®, and VIA Folio™ are offered by FOLIOfn Investments, Inc., a self - clearing broker - dealer and a direct member of the Depository Trust & Clearing Corporation (DTC C). We support financial professionals and institutions on both a full - service and technology - licensed basis, servicing billions of dollars of investor assets nationwide. We offer an integrated brokerage and custodial platform featuring patented, state - of - the - art trading, portfolio management tools, and private placement capabilities. Given Folio Institutional ’s prominent presence in that space, to us this business relationship is like a match made in heaven,” Brad Lankford, chairman and CEO of North American KTRADE Alliance, LLC.Īdvisors and plan sponsors may learn more about the benefits of the Folio Institutional - KTRADE partnership by contacting Alan Smith, Folio Institutional vice president, at About Folio Institutionalįolio Institutional® is a leading investment solutions and financial technology company. “KTRADE has a long and positive history with professional managed accounts.
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