FolioBeyond manages client accounts using Exchange-Traded Funds, or "ETFs”. ETF shares are not individually redeemable and will be issued and redeemed at their net asset value (NAV) only through certain authorized broker-dealers in large, specified blocks of shares called "creation units" and otherwise can be bought and sold only through exchanges. Shares may trade at a premium or discount to their NAV in the secondary market. FolioBeyond clients will incur ordinary brokerage expenses when trades are effected for their accounts in the secondary market. FolioBeyond does not absorb the cost of such brokerage expenses. Investing involves risk, including possible loss of principal. Share price, yield and return on an actual investment will fluctuate, and investors may have a gain or loss upon the sale of shares in their accounts.
This content is published in the United States. Investors are subject to securities and tax regulations within their applicable jurisdictions that are not addressed here, and so they should consult their local tax and legal advisors. Nothing in this content should be considered a solicitation to buy or an offer to sell shares of any investment in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction, nor is it intended as investment, tax, financial, or legal advice.
FolioBeyond seeks to preserve the privacy of its clients’ information, in accordance with various legal requirements. For a copy of our privacy policy, click here.
FolioBeyond is registered as an investment adviser with the United States Securities and Exchange Commission, so information about FolioBeyond is publicly available to you. For a copy of our Form ADV, Parts 1 and 2, click here, select "Firm", and type in “FolioBeyond” where prompted. To obtain a copy of the latest Form ADV Part 2 in PDF format, click here or contact us at info@FolioBeyond.com. You can check the backgrounds of FolioBeyond and its personnel by using FINRA’s BrokerCheck.
