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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

Hot Spring

Markets mostly rose this week as new economic data was sparse. Initial unemployment claims disappointed, highlighting the difficulties still faced by the labor market. Prices continue to rise, as the most recent produce price index came in well above expectations. Overall, the economy seems well positioned to perform exceptionally in...

April 12, 2021 Joshua Grow, MBA


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