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With access to proven, highly scalable, online brokerage and investing solutions, professionals can efficiently maintain diversified portfolios of public and private securities, retain hands - on control over investments, manage tax liabilities, efficiently rebalance portfolios, produce reports, promote compliance, and take many other actions.įolio Institutional®, Folio Investing®, and VIA Folio™ are offered by FOLIOfn Investments, Inc., a self - clearing broker - dealer and a direct member of the Depository Trust & Clearing Corporation (DTC C).

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We support financial professionals and institutions on both a full - service and technology - licensed basis, servicing billions of dollars of investor assets nationwide. We offer an integrated brokerage and custodial platform featuring patented, state - of - the - art trading, portfolio management tools, and private placement capabilities.

Given Folio Institutional ’s prominent presence in that space, to us this business relationship is like a match made in heaven,” Brad Lankford, chairman and CEO of North American KTRADE Alliance, LLC.Īdvisors and plan sponsors may learn more about the benefits of the Folio Institutional - KTRADE partnership by contacting Alan Smith, Folio Institutional vice president, at About Folio Institutionalįolio Institutional® is a leading investment solutions and financial technology company.

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“KTRADE has a long and positive history with professional managed accounts. Unitization – plan sponsors can broaden their retirement product offerings and eliminate Net Asset Value requirements with unitized model portfolios that consist of any mix of securities.Folio(k) – advisors and plan sponsors may easily create or manage core plan investments through Folio’s Target Date Folios - more than 20 pre - designed, yet customizable, ETF portfolios with three different risk levels that are optimized for retirement investing.

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Advisors have the power to create and manage customized models and simultaneously update hundreds of client accounts in a few easy steps.

Model Manager Exchange – gives advisors access to hundreds of third - party portfolio models.

In addition, plan sponsors and their advisors can create more tailored, transparent retirement plans that meet plan participants’ needs thanks to Folio Institutional’ s innovative fractional share investing capabilities and delivery of licensed model portfolios. Firms using Folio technology can build portfolios of individual securities, rather than using these packaged products that have embedded costs. Folio Institutional’s Model Manager Exchange (MMX), Folio(k) TM, and Unitization service s make it possible to move away from list s of proprietary investment products, mutual funds or ETFs. This partnership delivers timely solutions that ultimately benefit plan participants.”įolio Institutional and KTRADE now offer advisors and their DC plan sponsor clients high value, enhanced retirement plan administration, investment selection and fiduciary liability management services. “Fiduciary duty, conflict management scrutiny and the growing number of retirees are just some of the pressures causing them to review their DC plan’s administrative costs and investment products. “Today, advisors and plan sponsors are facing critical issues that will impact their ability to act on behalf of plan participants, manage costs and grow their business,” said Greg Vigrass, president of Folio Institutional. KTRADE provide a well - designed path to retirement security through its national network of 22 third - party administrators. It serves retirement plan s through its open architecture, CEFEX and Soc 1 - certified recordkeeping service. Together, Folio and KTRADE give plan sponsors and their advisors a better way to avoid conflicts of interest, manage defined contribution (DC) plan cost s and significantly enhance plan participant services.įounded in 2004, KTRADE is a recordkeeping firm with a deep understanding of the RIA industry and managed accounts.

McLean, Va., March 30, 2016 – Folio Institutional, the comprehensive one - stop platform for registered investment advisors (RIAs) that combines clearing, custody and a broad array of innovative technology services, announced today that it has partnered with North American KTRADE Alliance, LLC (KTRADE). Kathy King Folio Institutional Solves the Fiduciary Duty Puzzle with KTRADE Partnership Partnership improves open - architecture retirement plan s’ administration, investment choices and costs