FOLIOfn, Inc. and its wholly-owned subsidiary Folio Investments, Inc. provide integrated brokerage, custody and technology development services to financial enterprises and investment advisors on both a full-service and technology-licensed basis. Folio Investments, Inc. is a self-clearing FINRA broker-dealer and custodian and operates under the brands Folio Investing, Folio Institutional, and VIA Folio. It provides services to some of the world’s largest financial services firms as well as start ups. FOLIOfn, Inc. is also the parent company of First Affirmative Financial Network, a registered investment advisor specializing in sustainable, responsible, impact (SRI) investing and producer of the SRI Conference, the largest, longest running annual forum for investors and investment professionals engaged in SRI investing. To open a Folio Investing account, individual investors may visit www.folioinvesting.com. Financial advisors may visit www.folioinstitutional.com to request a demo of Folio’s brokerage and custodian features.
POSTED
11-19-19
Today, The 30th Annual SRI Conference announced that Leslie Samuelrich, president of Boston-based Green Century Capital Management, is the 2019 winner of the
POSTED
11-15-19
The life of a professional athlete is divided into two distinct arcs, during and after sports. Career paths during their playing years are plagued with adversity. Athletes must commit to rigorous physical training and conditioning, and endure painful injuries along the way. Most will spend years ...
POSTED
09-26-19
For three decades, The SRI Conference & Community has hosted sustainable, responsible, impact investing practitioners to examine the current state of the industry, and to celebrate achievements in academic research, marketing and ind...
POSTED
01-23-17
FOLIOfn, Inc., the parent company of Folio Investing and Folio Institutional, has teamed up with The Hum...