Thank you for visiting our site.  FormulaFolios are privately managed accounts for investors.  They are fee-only and 100% transparent.

In this video we’ll introduce you to these concepts and more, as well as why it is critically important investors not only understand how FormulaFolios work – but any investment management accounts/services.

At it’s most simple form, investing comes in two varieties:

1. Growth Investing
2. Income Investing

This video serves as a general overview to our approach on growth investing.  By watching, you will learn how we balance growth with managing risk, why we use multiple styles and security types, as well as practical ways for all investors to benefit from our research.

Our FormulaFolio Allocation Models have a number of “stock” or “equity” specific models.  These models are Large Cap, Mid Cap, Small Cap, Multi Cap, and International.  Each model has its own unique set of criteria, or “factors” used to determine what is bought and sold, when we buy or sell, as well as how much we buy or sell.  This video explains how these factors were created and is helpful for investors seeking to know more about the mechanics of FormulaFolios.

FormulaFolios use a variety of models to ensure proper diversification and overall robustness.  One of our individual models that is particularly unique, but very much based on common sense – is the Market Rotation FormulaFolio.  This is used in all of our allocations and is designed to produce equity market beating returns with lower overall volatility.  This video is an overview of the model, and why it resonates well with investors.