Robert W. Colby Asset Management
Building and Protecting Wealth
Get Started
Performance
Advisors
Privacy
Research Reports
Individuals
Investing Methodology
Research Study
Presentations
Dow Theory
Fees
Press
About
Contact
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.
Investment Management Agreement and Privacy Statement