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Navy Federal Financial Group Partners with Folio Investing to Create Next Generation Digital Investing Services

Navy Federal Financial Group (NFFG) is working with Folio Investing to power two new, innovative investing services: a unique self-directed, online investing platform for individual investors and a cutting-edge robo advisor. These will broaden NFFG’s suite of services and meet the needs of budding investors, millennials and more established investors.

This Smart News Release features multimedia. View the full release here: http://www.businesswire.com/news/home/20161130005928/en/

“Our new services will bring accessibility, education and efficiency to the investing process, and provide more people with comprehensive investment solutions,” explains Patricia Wood, chief operating officer of NFFG.

“We are pleased to work with Navy Federal in providing investors with innovative and easy-to-use investing products,” said Peter Jacobstein, Folio Investing senior vice president. “Navy Federal has a long history of dedication to serving its members.”

NFFG’s online investing platform is designed to help new investors through user-friendly design and educational, interactive tutorials. NFFG customers will be able to research investment options and buy individual stocks and ETFs. The intuitive, straightforward platform will meet investors’ unique needs and offer trading for a low, monthly fee.

NFFG’s robo advisor service will provide investors with unique portfolio customization and tax management tools. “As clients increase their asset size, we will give them the option to further the growth of their investments through this tool,” says Wood. The company’s financial advisors will also be available for individuals to use a combination of automated and personal advice.

Both NFFG and Folio Investing are committed to helping clients meet a wide range of financial goals. These new services will become available in 2017.

About Navy Federal Financial Group

Navy Federal Financial Group (NFFG) is a wholly-owned subsidiary of Navy Federal Credit Union. Brokerage and Investment Advisory services are offered through NFFG’s subsidiaries Navy Federal Brokerage Services, LLC and Navy Federal Asset Management, LLC. For additional information, visit www.navyfederal.org/nffg.

About Navy Federal Credit Union

Navy Federal Credit Union is the world’s largest credit union with more than $78 billion in assets, 6 million members, 291 branches and a workforce of over 14,000 employees worldwide. The credit union serves all Department of Defense and Coast Guard Active Duty, civilian and contractor personnel and their families. For additional information about Navy Federal, visit https://www.navyfederal.org.

Nondeposit investment and insurance products are offered through Navy Federal Financial Group, LLC, (NFFG), and through its subsidiaries, Navy Federal Brokerage Services, LLC (NFBS), a member of FINRA/SIPC, and Navy Federal Asset Management, LLC (NFAM), an SEC Registered Investment Advisory Firm. These products are not NCUA/NCUSIF or otherwise federally insured, are not guaranteed or obligations of the credit union, are not offered, recommended, sanctioned, or encouraged by the Federal Government, and may involve investment risk, including possible loss of principal. Products may be offered by an employee who serves both functions of accepting member deposits and selling nondeposit investment and insurance products. 1-877-221-8108.

About FOLIOfn, Inc.

FOLIOfn, Inc. and its wholly-owned subsidiary Folio Investments, Inc. provide integrated, API-driven brokerage, custody and technology development services to financial enterprises and investment advisors on both a full-service and technology-licensed basis. Folio Investments, Inc. is a self-clearing FINRA broker-dealer and custodian and operates under the brands Folio Investing, Folio Institutional, and VIA Folio. It provides services to some of the world’s largest financial services firms as well as start ups.

Folio Investing®, Folio Institutional®, Folio Advisor®, Folio Client®, FOLIOfn®, Folios®, and VIA Folio® are trademarks of FOLIOfn, Inc. All rights reserved. Securities products and brokerage and clearing services are offered by Folio Investments, Inc., a registered broker-dealer and member FINRA/SIPC.

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