FolioBeyond delivers transparent investment solutions designed for today’s bond market.
As fixed income specialists, we create strategies that work when traditional bonds fall short—combining income generation, rate protection, and active risk management.
The firm partners with ETF platforms and TAMPs, enabling us to focus on growth and client service while leveraging advanced, data-informed investment tools.
Our ETFs, RISR and FIXP, as well as our Separately Managed Accounts draw on 30 years of fixed income and mortgage market expertise to help investors navigate changing interest rate environments with confidence.
FolioBeyond also applies a rules-based, multi-factor framework across both fixed income and equity — combining factors such as value, momentum, correlation, and volatility to optimize portfolio construction. These strategies are offered through customized portfolios and co-branded indexes.
