Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Folio Expands Offerings Not Rated 4.0 Email Routing List Email & Route  Print Print
Tuesday, June 10, 2003

Folio Expands Offerings

by: Sean Hanna, Editor in Chief

Foliofn is showing off its flexibility. The Vienna, Virginia-based firm has created three "Ready-to-go" stock baskets for clients as part of an effort to show the flexibility of its system. Foliofn provides its services to separately managed account investors through an alliance with Brinker Capital. During the dotcom bubble, many fund firms perceived Foliofn as a threat to the fund industry. Since the bubble burst, though, the firm has retreated from its retail strategy and attempted to reposition itself as a technology vendor to financial institutions seeking to add basket capabilities of their own.

The new portfolios are the "Golf Enthusiast" Folio, the "Wine, Beer & Spirits" Folio, and the "Support our Troops" Folio. The intent, said Chris Broussard, head of Retail Marketing, was to illustrate the ease and swiftness with Foliofn can create customizable baskets of securities.

Both the Golf and the spirits folios are intended as themed investments that are timely for Father's Day. The Troops portfolio is a reaction to the patriotic mood in the country after the Iraq War.

Broussard explained that the new Folios are part of an effort to attract new clients and expand existing relationships by demonstrating the flexibility of Foliofn's system.  

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

4.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2024: Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly




©All rights reserved to InvestmentWires, Inc. 1997-2024
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use