What's Next?

The Path To Managing Money

My mission is to run an investment firm where managers are selected for their skill not their pedigree. -Ken Kam

Standard Account

If this account is going to have more than 1 owner, the primary owner should complete this form. The completed document will be sent to the other joint owners for their signatures.

All joint owners must also complete a client agreement

Next Step

Funding your account.

We will contact you when your account at FOLIOfn has been set up to provide you with your username, password instructions, and discuss funding options.


Phone: (877) 462-4180 x815
Email: sma@mcm.marketocracy.com

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