VIA Folio

VIA Folio is a platform that enables clients to invest in alternative assets such as private debt and equity, public offerings, and hedge funds. It supports the offering, subscription, closing, and custody process on the Folio Investments, Inc. brokerage platform, allowing investors and advisors to hold multiple private securities in a single account alongside publicly traded securities. VIA Folio is designed to facilitate the inclusion of private securities in both taxable and tax-deferred accounts. However, it is important to note that offerings of securities on the platform are only suitable for investors who are familiar with and willing to accept the associated risks. Additionally, investing in non-exchange traded securities requires high risk tolerance, low liquidity requirements, and long-term commitments.