Folio Institutional provides an integrated brokerage and custodial platform featuring patented, state-of-the art trading, por ... tfolio and client management tools. Folio Institutional supports institutions and more than 420 financial advisor firms nationwide that have billions of dollars in assets on the Folio platform. ©2018 by FOLIOfn, Inc. Folio Investing®, Folio Institutional®, Folio Advisor®, Folio Client®, FOLIOfn®, Folios®, and VIA Folio® are trademarks of FOLIOfn, Inc. All rights reserved. Securities products and brokerage and clearing services are offered by Folio Investments, Inc., a registered broker-dealer and member FINRA/SIPC. Investment advisory services are offered through FOLIO Research, LLC, an investment advisor registered with the Commonwealth of Virginia. Folio Investments, Inc. and FOLIO Research, LLC are separate, wholly owned subsidiaries of FOLIOfn, Inc. read more