FolioMetrix is an investment management research firm that focuses exclusively on helping financial advisors deliver best-in-class investment portfolios to their clients. Founded in 2009, we give financial advisors the solutions to the concerns, expectations, goals and risk tolerances of their clients. We offer portfolio design, construction, and workflow management solutions that are easy, affordable and effective.

We base our services on the experience of our team and a combined 40 years in the financial industry in roles such as investment management research, financial advising, and wealth management. As experienced financial industry professionals, we understand the needs of your business and clients and we know how to help you fulfill them.

What We Do

At FolioMetrix, we deliver turn-key portfolio solutions that are actively managed and can be added to your client’s account as easily as a mutual fund. In effect, we:

• Partner with you to constantly improve the sale and delivery of investment management services to your clients. Through our daily portfolio updates, client consultation tools, research articles and white papers we give you everything you need to stay on top of trends and provide your clients the high level service they expect with a time commitment you can afford.
• Provide you with the tools to communicate clearly and frequently with your clients, giving you a true value proposition that your clients recognize and treasure.
• Help you insulate your client’s returns from diminishing as a result of high fees and poor performance.
• Empower you to add value to your clients’ accounts by combining active management with minimal transactions giving your clients a cost effective, transparent, sophisticated portfolio that is executed with ease.