Pentagon FCU Signs on with FOLIOfn

ALEXANDRIA, Va. – Pentagon FCU has tapped Internet-based brokerage FOLIOfn Investments, Inc. to become its exclusive provider of online brokerage and investment services. Members of the $8 billion CU will be able to purchase a range of stocks, exchange traded funds, mutual funds and American Depository Receipts, as well as invest in “Folios” – diversified, customizable portfolios of individual securities that investors can select and manage on their own. FOLIOfn also offers “Ready-to-go-Foliosr” – pre-built portfolios, based on various indices and investment styles and contain up to 50 securities that investors can modify. Members also can select from nine new “Mini Folios” – portfolios of between three and five ETFs each, with each portfolio representing an investing style, from short-term to long-term and conservative to aggressive. The FOLIO Wizardr allows investors to choose the Mini Folio that best fits their investment “personalities” and goals. “For many years we have searched to find the right provider of brokerage and investment services for our members, and we are very pleased to join forces with FOLIOfn,” said Frank Pollack, president/CEO, Pentagon FCU. “They are a firm that understands and can support our mission of delivering best-in-class, high-value, easy-to-use services that are good for our members.” Through an alliance with CUNA Mutual, FOLIOfn makes its brokerage services available to the members of more than 1,000 credit unions. [email protected]