FOLIOfn offers self-directed portfolios enabling individuals to choose from a number of style- or sector-specific preselected portfolios, tweak those portfolios, or even create their own totally personalized stock baskets with between one and 50 stocks. With the expansion, the Vienna, Virginia-based company will extend to the advisor market the ability to create and manage diversified portfolios of securities for multiple clients, according to a news release.
Additionally, FOLIOfn provides model synchronization and trading front office technology, with:
- integrated tax management tools
- automated stock exclusions
- online proxy voting
- client level access
- multiple client and firm-level permissioning.
More information and a for a full listing of the mutual fund families currently on the FOLIO Advisor platform are available at www.folioadvisor.com .