Skip to content

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.

Latest News

Phase One Complete

Markets rallied this week as all major equity indices returned strong gains. Utilities led the S&P sectors, finishing ahead of Technology and Materials to round out the strongest sectors. Markets cheered as U.S. economic data impressed and the long awaited U.S. - China “phase one” trade deal was signed. European...

January 21, 2020 Joshua Grow, MBA


  • Enter your email to receive a complimentary copy of our Smart, Secure, Simple brochure; as well as automatic weekly market updates and commentary sent directly to your inbox.