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 2020, FormulaFolios made the Inc 5000 list of the fastest-growing private companies in America for the sixth consecutive year.

Latest News

Inflation Jitters

Markets fell this week after consumer data reignited inflation worries. On Wednesday, CPI data came in well over expectations, with headline inflation beating the consensus by a factor of 4x. Core CPI didn’t fare much better, registering gains 3x larger than expectations. Inflation concerns showed up in consumer sentiment as...

May 17, 2021 Joshua Grow, MBA

Subscribe

  • 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.