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.
November 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...November 13, 2019