About Us
Financial Folios ™
Strategic Partners
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What Is Strategic Indexing?
Why Indexing Works
Benefits of Indexing
Enhanced/Engineered Indexes
DFA Funds
Overview of Folios
Core Folios
Performance of Folios
Portfolio Methodology
Fee Schedule
Performance-Based Management
Why Separate Services?
Fee Comparison
Asset Management
Wealth Management
Reporting Services
Ongoing Services
What Is Fee-Only?
Why Is It Better?
Why More Advisors Aren’t Fee-Only?
Cost Savings to The Clients
Most Common Custodians
Core Folios
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Performance of Folios
Below is a overview look at our Folios' performance for the past 35 years (returns are annualized):
Core Folios
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