The FolioEdge Asset Management ProgramTM

A Revolutionary New Approach to Money Management

FolioEdge is today's answer for maximum portfolio design flexibility, tax efficiency, active and passive management strategies and exceptionally low trading costs.

The highly flexible FolioEdge money management approach uses multiple portfolio components to create unique solutions tailored to meet your investment needs. As a result, each FolioEdge portfolio is broadly diversified—not only across types of securities and industries, but also across equity styles and investment approaches.

Core Components
Passively managed portfolios establish core diversification efficiently and at a low cost.

Core Fixed Income
Core U.S. Equities
Core International Equities

Managed Components
Actively managed portfolios provide supplemental diversification and the potential for enhanced returns.
The McLean - Hutchinson Large Cap Stock FolioTM
The Hutchinson Mid-Cap Stock FolioTM
The Hutchinson Small Cap Stock FolioTM
The Hutchinson Blue-Chip Growth Stock FolioTM
Managed International Equities
The Market TradeScan FolioTM


Using the latest developments in portfolio trading, the FolioEdge trading and custody platform is extremely efficient and designed to lower the overall costs of managing a diversified portfolio while offering amazing investment flexibility. Information on your FolioEdge portfolio is available online anytime—day or night.
Click here to request a brochure

The FolioEdge Asset Management ProgramTM, like all investments, (i) has inherent risks, (ii) should be used only in the context of an overall financial plan designed to meet individual investment objectives and (iii) can make no guarantee that any particular result will be achieved. Click here for more important disclosure information concerning the FolioEdge Asset Management Program.