FolioMetrix Completes $5 Million Funding Round as RiskX Funds Expand Distribution

Grail Partners Leads Investor Round for FolioMetrix and its line of “Smarter Portfolios”

- Grail Partners has led a $5 million investment round in FolioMetrix, a firm focused on tactical risk investing.

- Donald H. Putnam and Darlene DeRemer of Grail Partners will advise FolioMetrix

- FolioMetrix’s line of Mutual Funds- the RiskX Funds- exceeds $200 Million in Assets Under Management as of December 2, 2014.

News provided by

FolioMetrix

Dec 17, 2014, 08:30 ET

OMAHA, Neb. and PORTLAND, Ore., Dec. 17, 2014 /PRNewswire/ -- FolioMetrix announces that Grail Partners has led the next round of growth funding, purchasing a significant minority interest in the firm in partnership with existing outside investors.

Grail Partners founder and Managing Partner Donald Putnam said, "We invested with the company because we believe FolioMetrix's Tactical Investing approach serves a huge need in a non-traditional way, and it is our pleasure to be involved as this company contends with accelerating market acceptance. The Chalice Fund, a venture fund managed by Grail partners, is leading the latest round of investment in FolioMetrix, in partnership with existing outside investors, and we look forward to decades of success with FolioMetrix co-founders Greg Rutherford, Jerry Murphey, and their team."

"Our risk intelligent portfolios have been able to adapt to changing markets, and that really resonates with financial advisors and their clients," noted Jerry Murphey, co-founder and CEO of FolioMetrix. "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."

The Grail team has over 130 years of collective experience in financial services and has completed more than 200 advisory or principal transactions. Other Grail portfolio companies include: United Capital, a rapidly growing nationwide financial planning firm, Hillcrest, a U.S. small / mid cap value manager; Manifold Partners, a quantitative equity firm; Welton Investment Partners, a leading managed futures/global macro firm; and technology firms SoFi, AllClear ID and Credit Sesame.

Separately, FolioMetrix is announcing that its line of mutual funds- The RiskX Funds- have exceeded $200 Million in Assets Under Management as of December 2, 2014.

About FolioMetrix
FolioMetrix is an investment management research company and the creator of a diverse line of tactical asset management products and distribution programs for Portfolio Managers, Financial Advisors and Institutions across the United States. Over the past two decades, FolioMetrix's executives have worked with a diverse network of industry thought leaders to evolve how portfolios are diversified and delivered.

FolioMetrix was founded in 2009. In 2013, after dedicating more than four years of research and development, the Company launched RiskX one of the industry's first liquid '40 Act mutual fund platforms totally dedicated to tactical asset management.

FolioMetrix's team includes investment management, research and distribution professionals, as well as select portfolio managers, tactical strategists, technology providers and productivity experts committed to delivering a powerful combination of personalized, professional advice and risk intelligent portfolios to investors, regardless of account size.

For more information, please visit www.foliometrix.com.

An investor should consider the investment objectives, risks, and charges and expenses of the Funds carefully before investing. The prospectus contains this and other information about the Funds. A copy of the prospectus is available at www.ncfunds.com or by calling Shareholder Services at 1-800-773-3863. The prospectus should be read carefully before investing. All investing is subject to risk, including the loss of your principal.

The RiskX Funds are distributed by Capital Investment Group, Inc., Member FINRA/SIPC, 17 Glenwood Ave., Raleigh, NC 27603. There is no affiliation between FolioMetrix, LLC, including its principals, and Capital Investment Group, Inc.