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.