Folio Investing is an brokerage firm that offers online investing for a monthly flat fee without commissions, as of 2015, according to the company's website. The company recommends investment portfolio strategies such as dollar-cost averaging, diversifying and rebalancing investments, and managing taxes through a tax lot system.
Folio Investing clients are able to customize existing portfolios, build their own, or duplicate expert-created portfolios, explains the company's website. Clients are also able to establish multiple accounts such as for current needs, retirement and investment speculating. Folio Investing offers a patented tax tool that identifies investments for harvesting tax losses, generating tax gains to offset losses and raising money without incurring tax liability.