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This website is owned and operated by FormulaFolio Investments, LLC ("FormulaFolios"),
an investment advisor registered with the United States Securities and Exchange Commission.
FormulaFolios' Form ADV Part II A and B, which sets forth details about FormulaFolios' business
operations, services and fees, can be found
here for II A and
here for II B.
Nothing on this site constitutes or shall be construed as a solicitation, offer or recommendation to
buy, sell or take any other action with respect to any security. Investment advisory services shall
be provided only to clients who execute a client agreement with FormulaFolios setting forth
the terms and conditions of the relationship between the client and FormulaFolios, and only to clients
who reside in jurisdictions in which FormulaFolios is authorized to transact such business
either by registration or exemption.
FormulaFolios has instituted a business continuity plan to ensure continued operations in the event of unforeseen issues, which can be found
here. All order routing is conducted through Apex Clearing Corporation, Inc.
("Apex"). Under SEC Rule 606, Apex is required to make publicly available a quarterly report
reflecting the routing of its non-directed orders. Click
here to see a copy
of the most recent quarterly report from Apex.
Past performance may not be indicative of future results. All investments involve risk and
may lose money. References made to historical performance results for investment indexes
and/or categories generally do not reflect the deduction of transaction or custodial charges
or the deduction of an investment management fee, the incurrence of which would have the effect
of decreasing historical performance results.