AlphaClone
Mirror Portfolios

The benefits of passive and active investing in one.

We call it "active indexing" and its at the heart of how we build our investment strategies. Now we're applying the same proven approach to your entire investment portfolio. Introducing AlphaClone Mirror Portfolios – an affordable and holistic investment solution, tailored to adjust to your investment objectives and risk tolerance as you approach your goals.

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For Illustrative Purposes Only

Passive and active strategies don't have to be exclusive camps. In fact, a combination of the two can help create a portfolio best suited for clients' investment goals and tolerance for risk. The secret is striking an effective balance.

Source: Vangaurd

How it works

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Discover.

We use the latest technology to help you identify your risk tolerance relative to your investment objectives. The first step takes five minutes – try it now.

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Build.

Using exchange-traded funds and mutual funds, we'll build an AlphaClone Mirror Portfolio that aligns with your risk tolerance and investment priorities.

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Implement and track.

We'll then implement your portfolio, rebalancing at least annually to stay tax-efficient.

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Some questions (and answers) about AlphaClone Mirror Portfolios

Our belief that both active and passive strategies belong in a portfolio is perhaps the main differentiator against automated investment services that stick to passive strategies exclusively. When we construct an AlphaClone Mirror Portfolio, we’ll allocate to both passive and higher active-share ETFs and/or mutual funds in each allocation (e.g., equities, fixed income).

Investment account clients who custody at Folio Investments do not pay any trading commissions. Instead they pay an annual fee charged quarterly based on the amount of assets in their account (or across all their accounts if they have more than one account).

The table below summarizes our account management fees:

For Amounts Annual Fee (charged quarterly)
First $100,000 0.25%
Next $100,001 to $250,000 0.20%
Next $250,001 to $500,000 0.15%
Next $500,001 to $1,000,000 0.10%
Over $1,000,000 0.05%
Other fees charged by our Custodians may apply.

Yes. Where appropriate, we use our affiliated ETFs as the high active-share component for equity allocations. We believe our active indexing methodology is a more efficient way to access active investment ideas over time. It’s also important to note that when we use our affiliated funds, we receive an asset-based annual fee over and above the account management service fee outlined in the previous question.

Easy. The entire process is online and it takes about 5 minutes. You can begin here. Once you've completed the online application process, we'll confirm your details, open your account and give you instructions on how to fund your account by wire transfer or check.

Folio Investments account owners, trustees, and custodians must be U.S. citizens or permanent residents with a valid Social Security number or Taxpayer Identification number. An account owner must have a permanent U.S. address that is not a post office box.

Once you open and fund your investment account. We'll give you online access to your account(s) 24 hours a day, 7 days a week through your selected custodian's web-based investor portal.

Through Folio Investment’s web-based investor portal, you'll get instant access to online reporting tools, electronic statements, downloadable tax documents and more so you can directly access important information about your accounts. Learn more

The minimum investment required to open an account at Folio Investments is $100,000. After that you can transfer funds into your account at any time and in any amount.