AERIUS investment strategies are implemented by buying and selling securities in client accounts at FolioFn. FolioFn is a broker and custodian of client assets.
Existing clients: click below to login to your managed account at FolioClient.com
New clients: click below to open your new managed account at FolioFn.
See account balances and holdings
Chart historical performance
Transfer money in and out of the account
Re-take investment quiz to update your profile and change your investment strategy if needed
It only takes a few screens. Input information such as your name, address, income, assets and emplyment. Then, take the same quiz as shown below to determine the investment model recommended for your objectives.
Here is a depiction of the platform structure showing Folio on the right and Pure Investment Advisers on the left. The investor opens the account at Folio and has direct ownership of the assets inside the account. Pure Investment Advisers provides allocation updates to Folio including security selections and percentages. Folio calculates and executes the trades necessary to bring each client portfolio in line with the AERIUS target allocations.
Clients use the Folio account services for deposits or withdrawals, setting up electronic fund transfers, viewing individualized account performance, getting copies of statements or tax forms, etc.