Robert W. Colby  Asset Management    
                                                          Building and Protecting Wealth

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Getting Started Is Easy:

Option 1: Open Your Account Online -
Click here 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 risk tolerance questionnaire and new account form and fax it back.
            9 Question Risk Tolerance Questionnaire
            New Account Form

We will contact you to determine the best custodian and the most appropriate portfolio based on your needs.