Folio Investments is the custodian we have chosen to hold and support the management of your investment assets.
Although the platform was founded in 2000, as of December 2020 Folio Investments, Inc (d/b/a Goldman Sachs Custody Solutions) has been a wholly owned subsidiary of Goldman Sachs. Since its beginning, the company has had 20 patents issued with more to follow. Online, electronic account opening, fractional shares, and patented tax management tools are some of the innovations achieved over the years.
We provide you with direct online access to view your investments, receive tax information, monitor performance, vote proxies, or take other actions not assumed by your advisor.
Folio Investments is registered with the SEC and is a member of the Financial Industry Regulatory Authority (FINRA). The firm is also a member of the Securities Investor Protection Corporation (SIPC) which protects against the loss of cash and securities at a financially troubled SIPC member brokerage firm. The limit of protection is $500,000, which includes a $250,000 limit for cash. Folio Investments also has additional coverage via purchased supplemental protection. Just a reminder, neither SIPC nor the supplemental insurance coverage protect against losses resulting from a decline in the market value of securities.
Foliot Investments is an ideal match for advisors and their clients seeking a well-respected and innovative custodian for client assets. (folioinvesting.com)
Set your account.
Save automatically.
Grow your wealth.
Join Dollar Investment Club today and let the power of compounding work for you!
“Open your eyes, look within. Are you satisfied with the life you’re living?”
-Bob Marley
“The lack of money is the root of all evil”
-Mark Twain
“Success is the ability—to go from failure to failure—without losing your enthusiasm.”
-Winston Churchill
“It’s what you do in the present that will redeem the past and thereby change the future.”
-Paulo Coelho
Disclaimer
Investment products and services offered through Leigh Baldwin & Co., LLC, and member: FINRA / SIPC. Investments are NOT insured by the FDIC or any federal or state governmental agency, and are NOT deposits or other obligations of, or guaranteed by, Leigh Baldwin & Co., LLC or its affiliates. Investments are subject to investment risks, including the possible loss of principal value or amount invested. The investments have no bank guarantee.
Projections and forward-looking statements regarding estimated investment outcomes are based on assumptions that we believe are reasonable at this time. However, actual results may vary materially from stated expectations, and we make no guarantees of the future performance of an investment in our accounts described on this website. The performance results do not reflect the deduction of other fees or expenses a client may incur in the management of such client’s investment advisory account. A client’s return with respect to an investment would be reduced by any fees or expenses a client may incur in the management of its investment advisory account. Please contact us to learn more about our fees. Past performance is not a guarantee of future results.
All comments contained herein are for informational purposes only and should not be considered as a solicitation to buy or sell any security. No advice may be rendered by Leigh Baldwin & CO., LLC unless a client management agreement is in place. The firm does not guarantee the accuracy or completeness of the information or make any warranties regarding results from its usage.
