Robert W. Colby Asset Management
The Relentless Pursuit of Higher Returns
Getting Started Is Easy:
Option 1: Open Your Account Online -
to open your account at Folio Investments, and we will manage it for you.
Option 2: Print and Fax Your Documents -
Just read and review these documents, and call us at 646-652-6879 if you have any questions:
Investment Management Agreement and Privacy Statement
ADV Part 2 - Firm Brochure
Then complete our new account form and fax it back.
New Account Form
We will contact you to determine the best custodian and the most appropriate portfolio based on your needs.