Wednesday, June 26th, 2019

Investment Services

American Hero Portfolios can be accessed directly by financial professionals who custody client assets at Folio Institutional. Two brief forms are required for Folio access. There are no minimums for advisors who want to custody assets at Folio Institutional. Here is a link for more information


There is also access through a few other custodians including TD Ameritrade and Charles Schwab.


For more information contact our director of Marketing and Sales, Kent Johnson at

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