• Folioinvesting.com

In 1996 I began working at Folio, eventually purchasing the business and moving the store to a new location in downtown Larkspur. In addition to my love of beautiful invitations, stationery and paper goods, I have filled the store with a carefully curated, fun, and stylish mix of merchandise a true reflection of my personality, style and humor. Folio is the go-to source for contract information and manages the contract lifecycle from request and performance management through to contract renewal. Folio takes Contract Management well beyond simply storing contract documents and tracking contract expiry dates. Explore Contract Management Excellence with Folio.

Folio Client puts your account information at your fingertips. Your direct client log in is just one part of a suite of innovative online services available to you.

Folio Institutional maintains separate and independent records of all important information about your investment account.

You can directly access statements, holdings, trade confirmations, tax documents, tax lot details, proxy information and more. Folio Institutional supports personal, business, trust, retirement and many other account types.

Through a special FDIC and SIPC program, your cash is insured at levels far beyond what some of the nation’s largest financial institutions provide; your securities are covered under applicable SIPC and supplemental insurance. more

With Folio Institutional, your financial advisor can manage your stocks, ETFs and mutual funds as integrated investment portfolios called Folios.

Folios make it easy for your advisor to design a personalized portfolio that addresses your specific needs and investment goals.

Folio Institutional consolidates brokerage, custody, trading, performance and tax reporting, and compliance services on a simple-to-use platform so your advisor can focus attention on managing your investments.

Folio Institutional is used by more than a thousand advisors to manage billions of dollars of client assets on our platform. Founded in 1999 by Steven Wallman, a former Commissioner of the Securities and Exchange Commission, we provide a better way for advisors to manage your financial investments. Advisors can provide their clients with customized portfolios, better asset allocation, and more efficient trading to improve portfolio performance. more

Check our background on FINRA’s BrokerCheck.
Read important disclosures about us in our Form CRS.

Breaking News

The outpouring of positive reflections on FOLIO: we have seen since our announcement that we will discontinue regular reporting on the magazine publishing industry is a testament to the dedication and talent of those who contributed to FOLIO’s success over so many years, including our team members past and present, as well as so many of our friends and customers (and customers who became our friends).

From pop-up newsletters to creative new content initiatives, audience experts share tactics for moving new readers through the pipeline [sponsored by Pushly].

Hearst initially stood by Young amid allegations of inappropriate behavior, but later announced he was resigning effective immediately.

EVP of revenue, Elizabeth Webbe Lunny, talks business development, management philosophies and the future of her company and publishing.

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Top Stories

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Face Up: The Best Magazine Covers From the Worst Year

9 picks that sum up 2020 (so far).

“The Inbox Is the New Doorstep,” As Newsletters Evolve, Publishers Adapt Their Tactics

Industry Dive, New York magazine and The New Yorker share tips on boosting open rates, engaging...

Meredith Brings Print Subscriptions Back to Traditional Home

The shift follows a now-familiar strategy for Meredith, emphasizing higher-priced, consumer-driven print products as ad revenues...

A Tale of Two Economic Indicators: Publishing’s Long Road to Recovery Will Require More Detours

By Caysey Welton

Things may get worse before they get better.

Event Industry, It’s Time to Change the Stage

By Robyn Duda

Event organizers have a responsibility to elevate underrepresented voices. We must hold ourselves accountable.

Nationwide Protests Highlight the Need for Greater Diversity in Media

By Greg Dool

The time to take more transparent and concrete steps is now.

The Digital Transformation in Publishing Has Left Plenty of Space for Print

By Aron Caruso

It’s not about print versus digital. It’s a balance of both.

2020 Top Women in Media Honorees Announced

Folio: and Admonsters are pleased to announce the 2020 Class of Top Women in Media! Honoring over 100 leaders who have made a lasting impact on their brands, organizations and markets.

Folio: Eddie & Ozzie Awards 2019 Winners Announced

For more than 25 years, the Eddie & Ozzie Awards have recognized excellence in uncompromising journalism and gorgeous design across all sectors of the publishing industry—and 2019 is no different! Over 300 magazine and digital media professionals from all over the country gathered on October 30, 2019 at the Folio: Eddie & Ozzie Awards to celebrate the B2B, consumer and regional brands who competed for the prestigious honor.

Folio: 100 & Rising Stars 2019 Honorees Announced

The annual list recognizes the top innovators, entrepreneurial thinkers and up-and-comers in Publishing for the tangible impact they’ve had in moving our ever-changing Industry forward. Honorees will be celebrated at The Folio: Show on October 31 from 12-2:30 pm at the Hilton Midtown, NYC.

2019 Folio: Top Women in Media Honorees Announced

100+ women from across the industry who have stood out, taken risks, and pushed their teams to new heights.

2019 Folio: Digital Award Winners Announced

The 2019 class of finalists truly represent the best of the best in the digital space—each winner, honorable mention and special award recipient has pushed the boundaries of digital content, product development and audience engagement. Join us as we celebrate your peers from Meredith Corporation, AARP, Dotdash, SourceMedia, ESPN, and many more.

Folioinvesting.com

• Folio: Calls For Entries in Annual Eddie and Ozzie Awards; Entries Due June 19

  The Folio: Eddie & Ozzie Awards celebrate editorial and design excellence in the Publishing Community.

• Folio: Announces Call For Nominations for 2020’s Top Women in Media Awards

  This marks the 7th year of celebrating, inspiring and bringing together the women who make Publishing such a dynamic community.

• Harvard Business Review Wins Magazine of the Year at the Eddie & Ozzie Awards Gala

  Thousands of nominations and hundreds of finalists were narrowed down to winners in categories spanning B2B, consumer, association and city/regional publishing.