FOLIOfn

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FOLIOfn, Inc. provides online brokerage and investment solutions for individual investors, financial advisors, credit union members, and financial institutions. It offers FOLIOAdvisor, which allows investment advisory firms and money managers to create and manage custom portfolios for clients; FOLIOfn®online investing that allows investors to own a portfolio of securities; and FOLIOManager, which provides a way for banks, broker-dealers, mutual fund companies, and insurance companies to sponsor multi-security-type managed account programs. The company also offers FOLIOVote, a Web based proxy voting platform; and stock quotes, analyst recommendations, corporate income statements, and online club accounts to manage the investment clubs. FOLIOfn sells its products to retail customers through brokerages, credit unions, advisors, and mutual fund companies. The company was founded in 1998 and is headquartered in Vienna, Virginia.

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