is also the parent company of First Affirmative Financial Network, a registered investment advisor specializing in sustainable, responsible, impact (SRI) investing and producer of the SRI Conference, the largest, longest running annual forum for investors and investment professionals engaged in SRI investing. It provides services to some of the world’s largest financial services firms as well as start ups. is a self-clearing FINRA broker-dealer and custodian and operates under the brands Folio Investing, Folio Institutional, and VIA Folio. provide integrated brokerage, custody and technology development services to financial enterprises and investment advisors on both a full-service and technology-licensed basis. and its wholly-owned subsidiary Folio Investments, Inc. and FOLIO Research, LLC are separate, wholly owned subsidiaries of FOLIOfn, Inc.FOLIOfn, Inc. Investment advisory services are offered through FOLIO Research, LLC, an investment advisor registered with the Commonwealth of Virginia. Securities products and brokerage and clearing services are offered by Folio Investments, Inc., a registered broker-dealer and member FINRA/SIPC. Folio Investing, Folio Institutional, Folio Advisor, Folio Client, FOLIOfn, Folios, and VIA Folio are trademarks of FOLIOfn, Inc. Investing in non-exchange traded securities requires high risk tolerance, low liquidity requirements and long-term commitments.Ģ016 by FOLIOfn, Inc. Companies seeking investments are often in earlier stages of development and have not yet been fully tested in the public marketplace. How you invest is based on your tolerance for risk, the length of time you have to reach your financial goals, your specific interests and needs and other factors.

A well-diversified portfolio can include different types of investments. There can be no assurance any security valuation is accurate, reflective of future sales prices, or in agreement with any market or industry valuations.Īdditionally, investors may receive restricted securities that may be subject to holding period requirements. Non-exchange traded securities are not publicly traded and are intended for investors who do not have a need for a liquid investment. Investors must be able to afford to lose their entire investment. Offerings of securities on our sites are only suitable for investors who are familiar with and willing to accept the risks associated with those investments. Financial products listed on our sites are only available to residents in the states where those products are registered. This communication is for information purposes only and should not be regarded as a recommendation of or an offer to sell or as a solicitation of an offer to buy, any financial product. This integrated approach facilitates the inclusion of private securities in both taxable and tax-deferred accounts.

Investors and advisors can hold multiple private securities in a single Folio brokerage account, alongside publicly traded securities. It does this by supporting the process of offering, subscription, closing, and custody on the Folio Investments, Inc. Learn more about our innovative online brokerage platform and private investing capabilities by visiting About VIA Folio VIA Folio empowers clients of portals, issuers and intermediaries to invest in alternative assets such as private debt and equity, public offerings, and hedge funds. VIA Folio’s Cannabis Special Report provides an in-depth look at the firm’s perspective on the cannabis industry. “After carefully considering the legal, public policy and regulatory landscape and VIA Folio’s goal of democratizing private investing, our decision became clear.” “We have been considering supporting cannabis businesses’ capital raising efforts for some time and accelerated that exploration after a number of broker-dealers and others asked about our willingness to support these companies,” said Blaine McLaughlin, VIA Folio chief operating officer. * Companies that do not “touch the plant” but provide products or services to businesses that do.

VIA Folio will initially support two categories of cannabis businesses whose activities are legal under both state and federal law, and consider others as the legislative and regulatory landscape changes: * Pharmaceutical companies engaged in research under Drug Enforcement Administration waivers. McLean, Va., Octo– Investors and some cannabis-related businesses can now turn to VIA Folio for one-stop, capital raising and innovative brokerage solutions.

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