FormulaFolios were first made available in 2004, and are available exclusively through select investment professionals throughout the United States. They are managed by FormulaFolio Investments, LLC, an SEC Registered Investment Advisor headquartered in Grand Rapids, Michigan.
The FFI leadership team has over 50 years of industry experience, and our investment committee more than 60. In addition to substantial experience, FormulaFolios also fosters a work environment that appeals to inquisitive minds, always challenging the industry status quo.
Quite simply, we think there is a smarter way to invest.
At the core of our firm is the belief that emotion-free, academically proven formulas will help investors avoid poor decision making, while simultaneously increasing their statistical probability of success. By focusing our time and talents on developing smarter investment formulas, we can thus make a profound impact on the lives of of our clients.
FormulaFolios are fee-only, privately managed accounts. There are no kickbacks, no proprietary funds, and our investors’ best interests are always put before our own. While keeping our investors’ goals in mind, our formula-based approach strives to create strong and consistent performance, while keeping volatility to a minimum.