VIA Folio, a division of Folio Investments, Inc., is a dynamic online offering where advisors and clients can review, subscribe to, and manage alternative and private investments directly in a client's Folio brokerage account. This provides additional diversification options while helping innovative companies grow, create new jobs, and benefit the economy.
VIA Folio provides:
- The ability to create diversified portfolios that include alternative and private investments
- Online offering document access and electronic subscription, flexible account funding options, and convenient online account services
- Functionality that makes it possible to invest small amounts in multiple offerings
- The ability for clients to hold alternative investments and private securities alongside traditional securities in taxable and IRA accounts
- A platform to trade private securities, if and when they become tradeable
- An opportunity for accredited and/or non-accredited investors, if permitted, to participate in private security and alternative investment offerings
Request our Alternative Investments fact sheet.
VIA Folio offerings may include:
- Private company equity securities
- Corporate debt securities
- Community impact notes
- Real estate securities
- Hedge funds
- Private equity funds
- Venture capital funds
- Publicly registered non-traded REITS
- Other alternative funds
You also may wish to visit the SEC website to learn more, and view the SEC's bulletins on accredited investors and private investing.