When you partner with FolioMetrix, you partner with a team of knowledgeable and experienced portfolio professionals who are dedicated to streamlining your workflow and helping your clients reach their financial goals with an exposure to risk with which they are comfortable. Our portfolios position you directly in the center of the investment products you offer your clients. You are supported by a team of experienced portfolio professionals and you play an interactive, creative role as an equal in the process that determines what practices will best achieve the given purpose of your clients.

Here are just a few of the ways we partner with you to constantly improve the sale and delivery of investment management services to your clients:

• FolioMetrix customizable solutions provide access to previously exclusive, high minimum institutional strategies but without all the fees.
• FolioMetrix streamlines your portfolio design, construction and workflow management process.
• FolioMetrix delivers the sophistication of a diversified SMA/UMA with the ease of executing two mutual funds.
• FolioMetrix increases transparency through detailed daily portfolio updates.
• FolioMetrix affords you more time to counsel and serve clients improving client retention and acquisition.

We also understand what it takes to really manage your firm and we go beyond the basics to provide you with:

• Access to the Uptrade, our portfolio research and design platform.
• FolioWatch emails – a morning portfolio update delivered directly to your mobile device.
• FolioReview – a monthly portfolio presentation document used for client introductions, presentations and reviews.
• FolioBriefs – research articles and white papers.
• FolioBuilder – a tool to blend and build portfolios to specific risk targets.
• FolioSessions – a series of live educational events to collaborate and examine portfolios, markets and practice-management issues.