Folio’s direct indexing capabilities allow advisors to create completely customizable indexes, or “folios,” filtered for particular tilts, industries, sectors, geographies, values-based preferences and more. With Folio, you also get:
In addition to building your own indexes from scratch, you can access over 100 free Folio-built indexes called Ready-to-Go™ Folios (RTGs) around nine different disciplines. RTGs can be used “as is” or as a basis for your customization.
You can also utilize indexes created by other investment professionals through Folio’s proprietary Model Manager Exchange.
Unlike ETFs and mutual funds, which are essentially “wrappers” with a predetermined number of prescribed stocks, chosen by company analysts, direct indexing allows advisors to build their own customized portfolios for clients based on indexes or model portfolios – creating truly personalized investments for any account size.
The advantages of direct indexing include:
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©2020 by Folio Financial, Inc., a Goldman Sachs Company. All rights reserved. Brokerage, custody and clearing services are offered by Folio Investments, Inc., a registered broker-dealer and member FINRA/SIPC. Folio Investments, Inc. is a subsidiary of Folio Financial, Inc. Folios can be managed by an investment advisor or unmanaged and are not registered investment companies.
Folio Financial, Inc, and Folio Investments, Inc. are affiliates of Goldman Sachs & Co. LLC and subsidiaries of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. The Goldman Sachs Group, Inc. and its subsidiaries and employees (collectively, “Goldman Sachs”) are engaged in businesses and have interests other than the services provided by Folio Financial, Inc. and its subsidiaries.