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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

Housing Continues to Soar

Markets rose this week as the most recent housing numbers impressed analysts. Building permits, housing starts, and existing home sales all beat expectations, while the NAHB housing index remains firmly in expansionary territory. In other good news, PMI numbers on both the service and manufacturing side beat expectations, adding further...

January 25, 2021 Joshua Grow, MBA


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