Who is Folio Institutional?

Folio Investments, Inc. (“Folio Institutional”) is a registered clearing broker-dealer with the U.S. Securities and Exchange Commission (“SEC”) and a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (“SIPC”). Folio Institutional, among other things, holds public and non-public/unlisted securities and cash on behalf of its customers.

Folio Institutional is based in McLean, VA and is not affiliated with Swell. Folio Institutional is not responsible for and does not approve, endorse, review, recommend or guarantee the services of Swell. Folio Institutional does not question, investigate, analyze, monitor, or otherwise evaluate the suitability of any investment made in your brokerage account or review the prudence, merits, viability, or suitability of any security as an investment for you or the decision to purchase or hold securities. You have access to your account with Folio Institutional at www.folioclient.com.

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