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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

Strong Data

Markets were mixed this week as a wide range of positive economic data was released. Retail sales crushed analyst expectations, coming in at 5.3% month over month growth. Additional good news came in the form of better than expected manufacturing data and PMI data. The only disappointment this week came...

February 22, 2021 Joshua Grow, MBA


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