Skip to content

We’re an investment firm with an obsession for doing good.

Many financial firms treat you and your investments like products only to serve themselves. This needs to change. We’re disrupting the status quo by providing investors with smart portfolios that eliminate waste and keep costs low so we can pass those savings on to you.

In 2020, FormulaFolios made the Inc 5000 list of the fastest-growing private companies in America for the sixth consecutive year.

Latest News

Consumers Keep Consuming

Equity markets were positive this week as both retail sales and CPI numbers beat expectations. In spite of shortages and increasing costs, consumption keeps increasing. Residual effects of the pandemic lockdowns continue to plague the global economy, as severe shortages of everything from microprocessors to natural gas persist. Supply chains...

October 18, 2021 Joshua Grow, MBA


  • Enter your email to receive a complimentary copy of our Smart, Secure, Simple brochure; as well as automatic weekly market updates and commentary sent directly to your inbox.