PORTLAND, Ore., Feb. 26, 2015 /PRNewswire/ -- FolioMetrix announces that the total AUM for its RiskX family of tactical funds has surpassed $250 million.
FolioMetrix developed the RiskX family of funds to simplify the processes of risk management and diversification within investor portfolios. Each fund combines a diversified mix of portfolio managers and tactical strategists into a family of liquid and transparent mutual funds that can benefit investors in both up and down markets. The strategy also incorporates the latest behavioral finance research with investment principles such as tactical asset management and full-scale diversification which they believe create portfolios that can adapt to changing markets while avoiding irrational behavior.
"When it comes to risk management, today's market environment demands an updated approach," said Jerry Murphey, FolioMetrix CEO. "Traditional diversification methods do not hold up during extreme market declines. We launched the RiskX funds to achieve full-scale diversification in portfolios of all shapes and sizes. Our growth to $250 million in AUM demonstrates the demand among portfolio managers, financial advisors and institutions for a more risk-intelligent investment methodology."
The RiskX family of funds is available on most broker-dealer advisory platforms. For more details, visit http://www.riskxfunds.com/.
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.