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FOLIOfn, Inc.

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FOLIOfn, Inc.

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Partnering with FOLIOfn will provide your customers, clients, or members a powerful, new alternative to mutual funds and traditional brokerages. By offering the FOLIO Investing system, along with our proprietary content and features, you can differentiate yourself in a market increasingly crowded with look-a-like products. We also are interested in partnering with companies that offer products and services that will complement those provided by FOLIOfn.

History:

FOLIOfn was founded in 1998 by Steven Wallman, a former commissioner of the U.S. Securities and Exchange Commission who was widely recognized during his tenure for advocacy efforts on behalf of individual investors. We are based in the Washington D.C. suburb of Vienna, Virginia — in the heart of the Northern Virginia high-technology corridor.

Toll Free: +1 888 973 7890

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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