We’re an investment firm with an obsession for doing good.
Many financial professionals 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.
FormulaFolios' growth streak continued in 2018, earning us a coveted place on the Inc 500 list of fastest-growing private companies in America for the third year in a row.
July 2019 Portfolio Update
In this month's portfolio recap, we touch on the current allocation of our models and what factors have been driving performance. To watch this update, click the play button above or view it on Vimeo here. To view a PDF with a more detailed description about how our models function, please...July 19, 2019