Our separate accounts service is for individual investors who want a professionally managed account with the convenience of 24/7 online access.
The strategy invests in US equities favored by hedge funds and institutional investors with high Clone Scores – a proprietary measure developed by AlphaClone to identify managers with stock selection skill. The strategy can vary from long only to market neutral when the S&P 500 closes below its 200 day moving average at any month end.
The strategy invests ADRs favored by hedge funds and institutional investors with high Clone Scores. The strategy can vary from long only to market neutral when the S&P 500 closes below its 200 day moving average at any month end.
The strategy invests in US exchange-traded equities favored by hedge funds and institutional investors that have high Clones Scores and pursue a value investment approach.
The strategy invests in US exchange-traded equities favored by hedge funds and institutional investors that have high Clones Scores and pursue an activist investment approach.
Our separate accounts strategies are generally more concentrated than our index strategies (fewer constituents). Our Select and International strategies in separate accounts also employ a dynamic hedge where the index versions are long only..
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)|
|Next $250,001 to $500,000||1.35%|
|Next $500,001 to $1,000,000||1.15%|
|Other fees charged by our Custodians may apply.|
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 $250,000. After that you can transfer funds into your account at any time and in any amount.
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