FolioBeyond Information

FolioBeyond provides asset managers with high-quality investment management solutions that are transparent, cost-effective and easy to deploy. This allows asset managers to focus on attracting and retaining clients and assets, without sacrificing investment performance. As one of the few fintech firms using the full breadth of ETF offerings for a rules-based approach, FolioBeyond provides the institutional quality solutions that independent advisors need to succeed with current and future generations of investors. Our multi-factor Fixed Income strategy, available as an ETF and through a co-branded index, can be tailored to meet client requirements for variations in risk tolerance or sector breadth. Our rules-based Equity strategies, weighted by Volatility and Style Factors, are executed as Separately Managed Accounts.