Estimates show that over 4% of the average stock fund’s total return is lost each year to taxes.

With FOLIOs, you have complete control over the size and the timing of your tax liability. A mutual fund may lose value in a given year and hit shareholders with a sizable tax bill for capital gains–even thought the gains were realized prior to the time the investor owned the fund.

With FOLIOs, we can manage your taxes by controlling when capital gains are realized.

Suppose your FOLIO goes up but a few individual stocks go down. Losses hurt, but FOLIOs can help you turn them into opportunities. When you sell a stock for a loss, you get a tax break. With FOLIOs, we can sell your losers and use those losses to help offset investment gains or even taxable income. You can't do that with a mutual fund. The bottom line, minimizing your taxes can improve your real return.

FOLIOfn Investments tax lot tracking and tax planning system gives you real-time access to your tax liabilities. And when it’s time to do your returns, your tax information can be downloaded directly into popular tax preparation programs or printed out and attached to your returns.