As a U.S.-regulated broker-dealer, our priority is to safeguard your assets and provide you with peace of mind.
To ensure your investments remain consistently aligned with your risk profile and financial objectives, we conduct periodic rebalances of your accounts.
During this process, we may determine that certain portfolios are no longer suitable for you based on your current risk exposure. In such cases, our team is on hand to guide you through more appropriate alternatives, always aiming to build a solid and personalized strategy.
Investing with Folionet means investing with backing, clarity, and purpose.