Overview

VIA Folio empowers clients of portals, issuers and intermediaries to invest in alternative assets such as private debt and equity, public offerings, and hedge funds. It does this by supporting the process of offering, subscription, closing, and custody on the Folio Investments, Inc. brokerage platform. Investors and advisors can hold multiple private securities in a single Folio brokerage account, alongside publicly traded securities. This integrated approach facilitates the inclusion of private securities in both taxable and tax-deferred accounts. ©2018 by FOLIOfn, Inc. Folio Investing®, Folio Institutional®, Folio Advisor®, Folio Client®, FOLIOfn®, Folios®, and VIA Folio® are trademarks of FOLIOfn, Inc. All rights reserved. Securities products and brokerage and clearing services are offered by Folio Investments, Inc., a registered broker-dealer and member FINRA/SIPC. Investment advisory services are offered through FOLIO Research, LLC, an investment advisor registered with the Commonwealth of Virginia. Folio Investments, Inc. and FOLIO Research, LLC are separate, wholly owned subsidiaries of FOLIOfn, Inc.