Eight automated tax lot relief protocols and comprehensive tax lot accounting are available to you. Your tax documents are stored securely in your online Statements & Tax Records. more
A unique corporate activities notification and voting system that offers you an easier way to access information about, as well as vote, your own proxies. more
Protect your assets with proven technology, processes and insurance. more
Folio Institutional maintains separate and independent records of all important information about your investment account.
You can directly access statements, holdings, trade confirmations, tax documents, tax lot details, proxy information and more. Folio Institutional supports personal, business, trust, retirement and many other account types.
Through a special FDIC program, your cash is insured at levels far beyond what some of the nation’s largest financial institutions provide; your securities are covered under applicable SIPC and supplemental insurance. more
Cambria Capital, LLC is a full service securities brokerage, registered investment advisor and technology driven investment banking firm. Our objective is to identify superior investment opportunities and provide innovative professional financial services to our clients.
Our focus is on understanding each client’s financial objectives and developing an effective strategy to maximize growth opportunities and investment outcomes. We conduct our business with integrity and fairness, which is the backbone of our culture and tradition. We measure our accoplishments based on the results we achieve for our clients.
Cambria Capital has selected Folio Institutional to offer you an easy-to-use online brokerage platform to provide services for your investment accounts. The Folio Client web site provides immediate, direct access to your accounts. Cambria Capital selected this innovative platform to give you flexibility and control over your investments.