About
Unlike most investment results that are a bi-product of individual manager skill or luck, FormulaFolio Investment Strategies are computer-driven investment models that have been thoroughly researched and tested for delivering benchmark-beating returns.
FormulaFolios were first made available in 2004 and are available exclusively through approved investment professionals throughout the United States.
They are managed by FormulaFolio Investments, LLC, a SEC Registered Investment Advisor, headquartered in Grand Rapids, Michigan. At the core of our firm is the belief that emotion-free, quantifiable systems will help investors avoid poor decision making while simultaneously increasing their statistical probability of success. By focusing our time and talents on developing sophisticated systems, we can thus make a profound impact on the lives of investors.
FormulaFolios are fee only, privately managed accounts. There are no kickbacks, no proprietary funds, and our investors’ best interests are always considered. While keeping our investors’ goals in mind, our fee only approach strives to create strong and consistent performances while keeping volatility at a minimum.