Robert W. Colby Asset Management
Building and Protecting Wealth
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 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.