Best of the Web for Alternative Investing
Vienna, Va. (PRWEB) January 31, 2008
FOLIOfn, Inc., an innovative online securities firm, announced today that Greg Vigrass, President of FOLIOfn Institutional, will give a presentation at The Money Show on February 8, 2008 in Orlando, Fla. About 5000 financial professionals and investors from all over the country are expected to attend this major investment forum, which will be held at the Gaylord Palms Resort.
Greg Vigrass will give a presentation entitled "FOLIO Investing: The Next Frontier After Mutual Funds and ETFs." The speech will be given from 4:25 p.m. to 5:10 p.m. on Friday, February 8 in the Sun A Room. There will also be a live webcast of the presentation, viewable at the Money Show's website, http://www.moneyshow.com. Simply click on "webcasts," then "investors" to view his presentation, which will be posted on the site for six months.
FOLIOfn, voted "Best of the Web for Alternative Investing" by Forbes magazine, enables investors to create and manage portfolios, called Folios, of up to 100 securities each with just a few clicks of a mouse. A Folio is much like a personalized mutual fund or Exchange Traded Fund (ETF). With FOLIO Investing® individual investors can affordably purchase entire portfolios of securities that enable the diversification of mutual funds with the cost, control, and tax benefits of owning individual securities.
The unique, patented FOLIO Investing platform offers distinct benefits for investors: diversification, customization, low cost, tax efficiency, performance measurement, and a FOLIO wizard to help investors decide what to select. For only $29 per month -- or $290 for an entire year -- selfdirected investors get unlimited portfolios, unlimited accounts, and unlimited commission-free trades. Investors can create their own FOLIOs or select from over 100 Ready-To-Go (RTG) FOLIOs®, based on various target dates, indices, geographies, sectors, themes, and styles. In addition, FOLIOfn recently launched conservative, moderate and aggressive target-date Folios, which were cited in the Wall Street Journal (12/27/07) as one solution to the problem of "one-size-fits-all" target-date funds.
FOLIOfn Institutional's proprietary FOLIO trading platform offers financial advisors a unique advantage in the investment business (http://www.folioadvisor.com). This easy-to-use, web-based investing system allows users to customize portfolios of securities, which they can buy or sell in a single transaction. Financial institutions can easily create and update actively managed model portfolios for thousands of accounts.
"FOLIOs are the next-generation offering after mutual funds and unparalleled in what they offer investors," summarized Steven M.H. Wallman, founder and CEO of FOLIOfn. FOLIOs differ from mutual funds, in that they are not registered with the SEC and are managed by the individual owner or investment advisor.
FOLIOfn will be exhibiting in booth #1116 at The Money Show in Orlando, Fla. Press appointments with FOLIOfn at The Money Show can be arranged by contacting Susan Assadi at (800) 922-8792 or susan @ assadi.com.
FOLIOfn is an innovative online securities firm that provides a patented platform allowing investors to economically create and manage a diversified portfolio. Using listed securities, actively managed mutual funds, index funds, ETFs and other securities, investors can purchase entire portfolios in a single transaction, with no minimum, investing by dollar amount or number of shares. The company also provides a comprehensive platform for registered investment advisory firms, independent broker-dealers, and money managers through its FOLIOAdvisor service. Founded by former U.S. Securities and Exchange Commissioner, Steven M.H. Wallman, FOLIOfn has grown into one of the largest brokerages by number of trades handled in the U.S. Folios can be managed or unmanaged and are offered by FOLIO Investments, Inc,, a registered broker dealer, and are not registered investment companies. For more information please visit http://www.foliofn.com.
Mary Gotschall gotschallm @ foliofn.com
Susan Assadi susan @ assadi.com
(800) 922 8792