A Smarter Way to Invest
We create quantitative investment models that substantially increase an investor's probability of success.
FormulaFolio Investments is a leading provider of actively managed, risk controlled investment accounts. 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 are a fee only asset manager that believes in 100% transparent, customized, low cost managed accounts designed with the assistance of a qualified financial advisor.
Smart. Simple. Always active.
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FormulaFolios are research driven investment portfolios. We test investing concepts with many years of data using advanced computer processing. When we’ve determined that certain data will improve our odds of making good investments it find itself along thousands of other proven factors that power our portfolios. Learn more >
