FolioMetrix: Specializing in Evolutionary and Collaborative Operations

At FolioMetrix we believe the antiquated role of product provider that is adopted by many investment advisory companies is unsustainable and hurts the collaborative process. We have developed an operating structure that positions you directly in the center of the investment solutions you offer your clients. Our unique operating structure allows you to avoid putting your clients in the typical buy and hold trap; instead our products allow you to provide your clients with a proactive and reactive portfolio continuously evolving to fulfill their investment goals.

The foundation of our operation is our team of experienced portfolio designers. They strive to deliver solutions that fulfill the investment consulting process of broker dealer sponsored advisory platforms and streamline portfolio design, construction, and workflow management for you.

Traditional Operating Structure = Traditional Portfolio Traps

Traditional operation models don’t allow for an efficient way to do much more than buy and hold. This is especially true of accounts under $200k because it is in those accounts that the financial advisor’s cost to actively manage the portfolio will far outpace the fees they receives. Unfortunately, that means when presented the opportunity to make meaningful changes to a client’s portfolio, the portfolio will typically remain unchanged due to cost-prohibitive maintenance and trading costs.

The FolioMetrix solution is to move you—the financial advisor—into the center of the actual products you offer. This has a twofold benefit; it reduces the costs for your client while minimizing the time you must invest in portfolio design and construction along with directing the on-going workflow necessary in the active management of your clients’ portfolios. In doing so, we empower you with a simplified system that requires only one transaction in order to execute the portfolio strategy within an investment trust (i.e. mutual fund). This allows you to greatly reduce the cost of providing active management to hundreds of your client accounts through a single process without compromising the quality of account management you offer helping you focus on serving clients and building business profitability.

Delegating without Delegates

Top firms know that the less time you spend on administration and portfolio management, the more time you have to spend on creating business. The chart below shows what the advisors in top brokerage firms are doing right to bring in more clients and more money—they are spending more time on client services, marketing and strategizing and less time on business administration, portfolio management and miscellaneous tasks that can be delegated to employees.

With FolioMetrix, you don’t need to hire and train a staff to streamline your workflow and give you more time to spend on client services and marketing. Our products and tools have been created to give you the freedom of time while providing your clients with a dynamic portfolio that meets their objectives.

Source: “Who Are the Champions? What Separates the Best Advisors from the Rest”, Investment Advisor, September 10th, 2008

Transactions Erode Value, FolioMetrix Adds Value

At FolioMetrix, we play an interactive, creative, and equitable role in the process that determines what practices will best achieve a given purpose. Although our portfolio models are delivered to your clients account(s) in the form of a traditional investment product such as a mutual fund, once implemented this infrastructure empowers you to monitor your clients’ portfolios daily and remain abreast of any changes as necessary.

The charts below compare traditional methodology in which a financial advisor is required to execute multiple trades to actively manage a client’s portfolio to process powered by FolioMetrix that streamlines workflow and dramatically reduces both time and costs.