Goldman Sachs Custody Solutions does not question, investigate, analyze, monitor, or otherwise evaluate the suitability of any investment made in your brokerage account or review the prudence, merits, viability, or suitability of any security as an investment for you or the decision to purchase or hold securities. Folio Institutional is one of the most experienced financial technology companies in the financial services industry. Goldman Sachs Custody Solutions is not responsible for and does not approve, endorse, review, recommend or guarantee the services of Catch Capital Management. Goldman Sachs Custody Solutions holds public and non-public/unlisted securities and cash on behalf of its customers, is based in McLean, VA, and is not affiliated with Catch Capital Management. Securities and Exchange Commission (“SEC”) and a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (“SIPC”). Folios can be managed by an investment advisor or unmanaged and are not registered investment companies. Institutional Investors vs.Goldman Sachs Custody Solutions (formerly Folio Investments, Inc., a Goldman Sachs Company (“Folio Institutional”)) is a registered clearing broker-dealer with the U.S. Brokerage, custody and clearing services are offered by Folio Investments, Inc., a registered broker-dealer and member FINRA/SIPC. Below, you’ll find a summary of key differences that underscores the essential aspects of size and influence belonging to each type of investor. To wire money into your Folio Institutional: Bank Account Name: Foliofn Investments, Inc. We were the first to use fractional shares in portfolio trading, and the first to allow dollar-based investing in stocks. We pioneered online account opening when others still insisted on paper. There are quite a few differences between the institutional investor and the retail investor, some of which have been pointed out previously. Folio has been an innovator since 2000, with 20 issued patents and more to come. Folio Institutional provides an integrated brokerage and custodial platform featuring patented, state-of-the art trading, portfolio and client management tools. The shares’ lower cost translates into a higher rate of return. Folio Institutional 602 followers on LinkedIn. Investment advisory services are offered through FOLIO Research, LLC, an. It’s like a discount for institutional investors because they buy in bulk. Folio Investing, Folio Institutional, Folio Advisor, Folio Client. Folio Institutional is a division of FOLIOfn Investments, Inc., the custodian your advisor has chosen to hold and support management. Designated with an I, Y, or Z, these shares do not incorporate sales charges and have smaller expense ratios. Individual investors are sometimes told by fee-based advisors that they can purchase “institutional” share classes of a mutual fund instead of the fund’s Class A, B, or C shares. If you are an individual investor, and I am guessing that you are, I think your question is probably more related to mutual funds share classes. The difference is that a noninstitutional investor is an individual person, and an institutional investor is some type of entity: a pension fund, mutual fund company, bank, insurance company, or any other large institution. Evidence Advisors Investment Management, Boerne, Texas
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