Sophisticated investments & curated portfolios

Studies indicate that investing with an advisor generates better results.
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A dedicated team to steward your wealth

Refined financial advice

Your advisor will navigate the market and provide you with a solid foundation for your investments. With personalized strategies tailored to your unique goals, you can invest confidently and stay focused on what matters most to you.

Your priorities, our expertise

Whether you wish to grow your wealth, save for a house, provide for children, or invest in your retirement, we build personalized portfolios that serve your unique purpose and evolve with your financial journey.

Liquidity and flexibility

Easily deposit and withdraw. Our investment strategies prioritize liquidity, ensuring you have timely access to your funds whenever opportunities or unexpected needs arise. You can confidently adjust your investments as your life priorities change.
Curated Portfolios

Purposeful investments focused on your goals

Personalized portfolios according to your risk level, automatic rebalance, constant adjustment, and more.

Aggressive

For investors seeking significant capital appreciation while accepting greater short-term volatility.
Investment: primarily in stock ETFs on high-growth sectors like technology.

Growth

For those aiming robust long-term growth while providing some stability.
Investment: stock ETFs across various sectors, smaller portion in bond ETFs

Income

Offers dividends that investors can withdraw, hold, or reinvest according to their goals.
Investment: fixed income ETFs, designed to generate monthly stable income.

Moderate

For investors seeking steady returns while also seeking capital appreciation.
Investment: 60% bond ETFs and 40% stock ETFs.

Liquids

Reliable source of monthly income, while prioritizing stability and liquidity.
Investment: short-term Treasury and Corporate bonds.

Blended

Offers a focused balanced investment tailored to your unique needs.
Investment: growth, steady income, all within a single, diversified solution.

Human advisors when you need them

Combine automated technology with trusted human support.
Speak with experts who tailor their communication to your level of experience.
U.S. licensed financial advisors who speak Spanish.
Receive personalized recommendations based on your goals and profile.
Human support in minutes via phone, email, or chat.
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Liquidity always available

Regardless of unforeseen events and market fluctuations.
Commission-free deposits and withdrawals
Withdraw your available cash anytime you want
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Your security is our priority.

Advantages of investing in the U.S.
SEC-registered broker dealer and member of FINRA/SIPC.
Accounts protected up to $500,000 (including up to $250,000 in cash).
Cutting-edge technology infrastructure.
Your account in U.S. dollars; the world’s reserve currency.
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First step when investing, what is your investment goal?

Define what matters most to you, so your investments work towards your success
Short Term
(1-3 years)

Purchase your dream car.

Medium Term
(3-10 years)

Child's education or college.

Long Term
(10+ years)

Invest in your dream home.

Retirement
(20+ years)

Retire with financial freedom.

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Frequent Questions

What do I need to open a Private Wealth account?
To open a Folionet Private Wealth Account, you need:

1. A US bank account or an international bank account that allows you to send and receive USD.
2. A minimum initial deposit of $5,000 or more.
Are there any fees or commissions?
There’s only an annual fee for using Folionet Private Wealth.

1. The fee is 1% for AUM.
2. The fee is charged quaterly.
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Example: if your account balance is $5,000, the annual fee will be $50 (1%), which means there will be a quaterly charge of $12.50.
Could I invest in more than one portfolio?
Yes, our portfolios can be adapted to your investment goals. You may need just one portfolio, or a combination of them.

We have 5 built portfolios:

1. Conservative
2. Moderate
3. Income
4. Balance-growth
5. Aggressive
Are there any deposits and withdrawals penalties?
No, if you use a US bank account, all deposits and withdrawals are commission-free.

If you use an International Bank Account, Folionet does not charge any fees, but your bank may do so, please verify beforehand.
Could I close my Folionet Private Wealth Account anytime I want?
It would be sad to see you go, but you can close your account.

1. Your positions will be sold, and the funds withdrawn to your bank account
2. A fee will be charged for the days passed since the last quarterly fee.
3. Remember that Folionet is always happy to guide you if you want to return.