Grail Partners is investing in the “investment management research company” that was founded in 2009.
Grail Partners is investing in the “investment management research company” that was founded in 2009.
“Our risk intelligent portfolios have been able to adapt to changing markets, and that really resonates with financial advisors and their clients,” said Jerry Murphey, co-founder and CEO of FolioMetrix, in a release.
“With additional financial and intellectual capital, we are a stronger company. Our goal is to help advisors design smarter portfolios for their clients. Although the investment world has changed dramatically in the last few years, most investor portfolios have not evolved to meet the challenges.”
Read more at the Portland Business Journal.
