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Jason Wenk is the founder and Chief Investment Strategist for FormulaFolio Investments. Prior to FormulaFolios, he worked for Morgan Stanley, and also founded Retirement Wealth Advisors (an SEC Registered Investment Advisor) in 2002. While building portfolios for private clients at Retirement Wealth Advisors, FormulaFolios were first developed. In addition to his work with FormulaFolios and Retirement Wealth Advisors, Jason writes a popular investing blog that is followed by thousands of individual and professional investors from around the world.
FormulaFolios offers financial advisors a platform with all the components to seamlessly build and manage their books of business. By ‘outsourcing’ their investment management and administrative tasks to FormulaFolios’ team of experts, financial advisors are freed up to grow and tend to their client base. FormulaFolios’ algorithms automatically shift assets within a portfolio depending on a client’s appetite for risk. The research is all automated, and the algorithms decide what people should own, as well as when to buy and sell. In addition to helping its clients manage investments and conduct trades, the platform helps with marketing, billing, and paperwork. Named the 10th fastest growing company in the US by Inc. magazine, FormulaFolios looks to become a market leader in the US money management industry.
Nine companies led by Endeavor Entrepreneurs were listed on the 2019 Inc. 5000, recognizing them among the most …
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