About FolioBeyond

  • Founded in December 2017, FolioBeyond offers institutional quality quantitative asset allocation models that address the needs of a broad array of end users.
  • FolioBeyond delivers transparent, cost-effective core equity and fixed income products.
  • Based on a deep repository of academic research and market experience, FolioBeyond’s proprietary models capture advanced investment strategies, sophisticated risk management tools and can be customized for use by both high net worth and institutional investors.
  • Automation and technology will drive the growth of the asset management platforms of the future. FolioBeyond has the team and skills to harness those drivers to build for scale.
  • The founders and team of FolioBeyond comprise a diverse and tenured skill set across capital markets, asset management, technology, marketing and distribution.
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