Our Mission
FormulaFolios are designed to assist financial professionals in helping their clients. We do this by employing advanced statistical analysis of market fundamentals, market trends, and advanced risk management techniques.
Our goal is simple: help financial advisors build a better business by helping their clients with smarter investment portfolios.
Why FormulaFolios?
Now, more than ever, individuals are tired of investments that continuously fail to perform. FormulaFolios are designed not just to be different – but to work. With the simplicity of a 100% transparent managed account (UMA), we deliver sophisticated portfolio management that is desirable to high net worth indviduals and institutional investors.
Our Process
Emotion and lack of knowledge are at the root of most poor investment decisions. FormulaFolios are designed to remove emotion and capitalize on mathematical probabilities. By studying fundamental security, market index, and economic data, FormulaFolios offers a highly sophisticated, yet transparent process for generating desirable risk adjusted returns.