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

Revocable Trust

Use this form to establish an account for a revocable trust with a single trustee.

Next Step

Funding your account.

We will contact you when your account at FOLIOfn has been set up to provide you with a deposit slip and wiring instructions.


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

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