Skip to content

Disclosure

Publication of information on the FormulaFolio Investments, LLC. (“FFI”) website should not be construed by any consumer or prospective client as a solicitation to effect or attempt securities transactions, or for the rendering of personalized investment advice for compensation over the Internet. Visitors to the FFI website acknowledge that different investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client`s or prospective client`s investment portfolio. No client or prospective client should assume that any information presented and/or made available on this website serves as the receipt of, or substitutes for, personalized individual advice from the advisor or any other professional.

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy or product made reference to directly or indirectly on this website, or via link to any unaffiliated third-party web site, will be profitable or equal to corresponding indicated performance levels. Moreover, client or prospective client acknowledges that information with respect to newsletters or other commentaries provided by the investment advisor may be dated and no longer reflect the opinion of the advisor. Any research is based on FFI proprietary research and analysis of global markets and investing. The information and/or analysis contained in this material have been compiled or arrived at from sources believed to be reliable, however FFI does not make any representation as their accuracy or completeness and does not accept liability for any loss arising from the use hereof. Some internally generated information may be considered theoretical in nature and is subject to inherent limitations associated therein. Any sectors or allocations referenced may or may not be represented in portfolios of clients of FFI or its affiliates, and do not represent all of the securities purchased, sold or recommended for client accounts.

Awards & Rankings Criteria:

FFI’s Inc. 500 Disclosure: FormulaFolio Investments, LLC is ranked 385th on the 2018 Inc. 500 list. The growth rate stated is based on revenue earned in the last three years with only private companies who apply in consideration. For further information on the criteria please visit: https://www.inc.com/apply/guide.

 

WealthGuard™

WealthGuard™ is a complete portfolio monitoring system. Designed by determining the amount of downside risk a client is willing to tolerate, WealthGuard™ is added to client accounts to help protect from downside risk. WealthGuard™ is not a stop loss strategy. When the account value in the portfolio hits the targeted downside value, an alert is sent to the client, advisor, and money manager. The money manager trades the account as indicated on the WealthGuard™ agreement.

There is no guarantee the exact WealthGuard™ value will be captured, or assets will be traded or liquidated the same day the WealthGuard™ value is reached due to time of day and/or market restrictions. WealthGuard™ is not responsible for any tax implications that may result due to the liquidation or trading of the holdings. FormulaFolio Investments is not responsible for any errors or omissions in the information used to prepare your WealthGuard™ percentages.

WealthGuard™ does not make any representations or warranties, whether expressed or implied, regarding investing in securities or investment products. WealthGuard™ makes no warranties to the legality or suitability of any investment product.

 

Social Media

Thank you for visiting FormulaFolio Investments, LLC page on Twitter. We are part of a highly regulated industry and therefore have some strict rules on replying to comments. If you do not hear from us, or we remove posts because they do not fall within specific guidelines, please do not take it personally. FormulaFolio Investments, LLC reserves the right to remove any comments on the page that are exaggerated, misleading, or fraudulent.

No Testimonials – Industry regulations prevent us from posting comments about how well or how poorly anyone feels about working with FormulaFolio Investments, LLC.

FormulaFolio Investments, LLC use of the “like” button is not an endorsement of the organization or individual who posted the content. All content, “likes”, and followers of this page should not be considered as testimonials or advertisements.

Investment Advisory Services are offered through Retirement Wealth Advisors (RWA). FormulaFolio Investments, LLC and RWA are not affiliated.