The ProFolio Group, LLC (“The ProFolio Group”) is a New York-state registered investment adviser headquartered in New York. The ProFolio Group may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.

Website Content
All written content on this site is for information purposes only. Opinions expressed herein are solely those of The ProFolio Group LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
This website may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other websites.

Registration Information
Advisory services are offered through The ProFolio Group, LLC, an investment advisor firm domiciled in the State of New York. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.
Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
For information concerning the status or disciplinary history of a broker-dealer, investment advisor, or their representatives, a consumer should contact their state securities administrator.

Charles Schwab – Institutional Intelligent Portfolios^TM
These materials have been independently produced by The ProFolio Group, LLC. The ProFolio Group, LLC is independent of, and has no affiliation with, Schwab Wealth Investment Advisory, Inc. (“SWIA”), Charles Schwab & Co.,Inc. (“CS&Co”), or any of their affiliates (together, “Schwab”). Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Institutional Intelligent Portfolios® is an automated investment management service for independent advisors sponsored by SWIA and available exclusively through independent investment advisory firms like The ProFolio Group, LLC. The ProFolio Group, LLC, not Schwab, is responsible for advising you on the Program, including recommending and selecting a portfolio appropriate for you and managing your portfolio on a discretionary basis. Your portfolio will be held in a brokerage account at CS&Co. “Institutional Intelligent Portfolios” is a trademark of Charles Schwab & Co., Inc.

Interactive Brokers
Interactive Brokers LLC is not affiliated with and does not endorse or recommend The ProFolio Group, LLC. Interactive Brokers provides execution and clearing services to customers of The ProFolio Group, LLC. For more information regarding Interactive Brokers LLC, please visit www.interactivebrokers.com.