Our Partners

FormulaFolios were first made available in 2004, and are available exclusively through select investment professionals throughout the United States. They are managed by FormulaFolio Investments, LLC, an SEC Registered Investment Advisor headquartered in Grand Rapids, Michigan.

The FFI leadership team has over 50 years of industry experience, and our investment committee more than 60. In addition to substantial experience, FormulaFolios also fosters a work environment that appeals to inquisitive minds, always challenging the industry status quo.

Quite simply, we think there is a smarter way to invest.

At the core of our firm is the belief that emotion-free, academically proven formulas will help investors avoid poor decision making, while simultaneously increasing their statistical probability of success. By focusing our time and talents on developing smarter investment formulas, we can thus make a profound impact on the lives of our clients.

FormulaFolios are fee-only, privately managed accounts. There are no kickbacks, no proprietary funds, and our investors’ best interests are always put before our own. While keeping our investors’ goals in mind, our formula-based approach strives to create strong and consistent performance, while keeping volatility to a minimum.

Enjoy added financial peace of mind by WealthGuarding™ your investments.

WealthGuard™ is a complete portfolio monitoring system. Designed by determining the amount of downside risk a client is willing to tolerate, WealthGuard™ is added to client accounts to help protect from downside risk. WealthGuard™ is not a stop loss strategy. When the account value in the portfolio hits the targeted downside value, an alert is sent to the client, advisor, and money manager. The money manager trades the account as indicated on the WealthGuard™ agreement.

There is no guarantee the exact WealthGuard™ value will be captured, or assets will be traded or liquidated the same day the WealthGuard™ value is reached due to time of day and/or market restrictions. WealthGuard™ is not responsible for any tax implications that may result due to the liquidation or trading of the holdings. FormulaFolio Investments is not responsible for any errors or omissions in the information used to prepare your WealthGuard™ percentages.

WealthGuard™ does not make any representations or warranties, whether expressed or implied, regarding investing in securities or investment products. WealthGuard™ makes no warranties to the legality or suitability of any investment product.