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

Learn More about VIA Folio

Login to your Folio Institutional account to see and subscribe to offerings.


You also may wish to visit the SEC website to learn more, and view the SEC's bulletins on accredited investors and private investing.