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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 2019, FormulaFolios made the Inc 5000 list of the fastest-growing private companies in America for the fifth consecutive year.

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Stocks rose again this week in light of new economic data. While new cases of Covid-19 have caused some states to begin restricting activities and infection rates seem to be increasing, new encouraging data seemed to win out in markets for the second consecutive week. Manufacturing and unemployment claims both...

July 13, 2020 Joshua Grow, MBA


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