Proxy Governance, formerly known as Folio Investments, Inc., is a brokerage firm based in Vienna, VA that has discontinued its self-directed investment offering. They are committed to providing former customers with online access to important financial documents until July 31, 2021, and encourage account transfers before further restrictions are implemented.
With a focus on smarter investing, Proxy Governance emphasizes principles such as diversification, cost-effectiveness, customization, consistent investing, and tax management. They offer innovative tools and services, including ready-made portfolios, flat-fee pricing, and patented tax management tools, to help investors achieve their financial goals.
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