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Custom Team

No single person has the expertise to invest well in every sector across the whole the market. This is why I think that to make money in the market over the long-term you need a team.

Each of the FirstPerson Analysts is an outstanding investor, but each achieves their results with a distinctive investment style. mFOLIOs can be mixed and matched to personalize your portfolio to give you exposure to sectors/areas of the market outside of those that you have the expertise to invest in on your own.

FirstPerson Analysts

FirstPerson analysts are those whose track records show convincing evidence of good investment judgment over time. Going forward, the market will change, but the FirstPerson analysts have demonstrated the ability to apply the same good judgment in a wide variety of market conditions.
Program Fees and Minimums

$100,000 account minimum
IRA, Regular Accounts, Trusts, and Corporate Accounts
Customized Team
Program Fees
Account Value
MCM Advisor Fees
Brokerage
$100k - $250k
1.50%
0.40% w/$200 min
$250k - $500k
1.40%
0.30%
$500k - $1M
1.30%
0.25%
$1M - $2.5M
1.10%
0.20%
> 2.5M
1.00%
0.15%
FOLIOfn also charges separately for special services. Click here to see a list.