Folio Institutional delivers complete solutions to financial advisors, professionals, institutions, and their clients. Our focus on investment innovation has enabled us to build a leading platform for low-cost diversification, suitable for clients of any size.

Folio Institutional is offered by Folio Investments, Inc., a licensed broker-dealer and custodian launched in 2000 to help investors and those who serve them achieve financial success with the best investment platform available for a fair price. Folio Investments, Inc., is a wholly owned subsidiary of Folio Financial®, which provides investment technology and other services to financial services firms.

The Foundation of Folio Institutional

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. Folio Institutional was founded to provide advisors and other professionals with the tools they need to deliver better solutions to their clients. With the Folio platform:

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