A Smarter Way to Invest

New York City

FormulaFolio Investments is a leading provider of tactical asset allocation portfolios. Our focus is on managing money using time-tested "formulas" designed to help our clients get consistent results in both up markets as well as down markets. We deliver 100% transparent, customized, low cost managed accounts designed with the assistance of a qualified financial advisor.

Smart. Simple. Tactical Asset Allocation.

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Jason Wenk
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