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You > Financial Planning Strategies

Chosen Folio Investing

For those investors who would prefer to manage their own account, Chosen Folio Investing offers a world class platform for investors like you.

ChosenTM Folio Investing’s online brokerage platform offers beneficial tools and features unlike any other:

  • Buy and Sell Whole Portfolios (Folios). In addition to working with one security at a time, you can easily buy or sell Folios with up to 100 different securities in each, in a single transaction. Plus, over 140 pre-made portfolios to help you get started.
  • Manage Portfolios (Folios). Set the percentage of money that you want in each investment, and every time you buy, sell or rebalance, the system automatically calculates all of the changes.
  • Dollar-Based Investing. You have the freedom to invest the exact amount of money you want, which makes diversified investing, rebalancing and auto investing very simple.
  • Low Cost. Low trading commissions and even commission-free pricing choices enable you to keep more of what you earn.


Click on the link below to open an account and start investing through Chosen Folio Investing:

Click to Open an Account

 

Contact Us
If you would like additional information, please use the contact us form or if you would like to speak with a Financial Services Professional, please call 585.419.0670.

 

 

Chosen is a trademark of The Canandaigua National Bank and Trust Company. Chosen Folio Investing Folios can be managed or unmanaged and are not registered investment companies. Securities products and services offered through FOLIOfn Investments, Inc. Member FINRA/SIPC.

This material is provided for general information purposes only and is not a recommendation or solicitation to buy or sell any particular security, product or service. Past performance is not indicative of future investment results. Any investment involves potential risk, including potential loss of capital. Before making any investment decision, please consult your legal, tax and financial advisors. Non-deposit investment products are not bank deposits and are not insured or guaranteed by Canandaigua National Bank & Trust, or any federal or state government or agency and are subject to investment risks, including possible loss of principal amount invested.

Chosen is a trademark of The Canandaigua National Bank and Trust Company. Chosen Folio Investing Folios can be managed or unmanaged and are not registered investment companies. Securities products and services offered through FOLIOfn Investments, Inc. Member FINRA/SIPC.

This material is provided for general information purposes only and is not a recommendation or solicitation to buy or sell any particular security, product or service. Past performance is not indicative of future investment results. Any investment involves potential risk, including potential loss of capital. Before making any investment decision, please consult your legal, tax and financial advisors. Non-deposit investment products are not bank deposits and are not insured or guaranteed by Canandaigua National Bank & Trust, or any federal or state government or agency and are subject to investment risks, including possible loss of principal amount invested.