Getting Started for Advisors

  1. Personal and Financial Profile
  2. Review/Approve Investment Policy Statement
  3. Open New Accounts
  4. Choose Allocations
  5. Monitor Peformance

FormulaFolios are available as a Turnkey Asset Management Program (TAMP) via a growing number of independent broker/dealers and Registered Investment Advisors. We have developed a streamlined, technologically advanced method to deliver sophisticated portfolio management to investors.

FormulaFolios uses a proprietary algorithm to automatically optimize each individual investor account based on their Financial Goals, Risk Tolerance, and the Tax Qualification of their assets (IRA, Roth IRA, Taxable, etc)

Getting started is simple and our proprietary software automates each step to eliminate the potential for mistakes in setting up each client portfolio.