Who should invest?
Clients who are suitable for the Professionally Managed account should understand:
  • The risks of investing in stocks.
  • This system is intended to be a long-term strategy.
  • This system will not always outperform the market or benchmark indices.
  • We do not provide financial planning or tax advice.
  • We use our discretion to invest in a portfolio of U.S. exchange-listed value stocks.
  • Securities may not be transferred into your portfolio.
  • Your portfolio will only hold stocks selected from our top-ranked stock universe.
  • We charge a quarterly management fee based on the amount of your account assets.
  • There are no trading fees charged to your account.

Formula Investing is operated by Gotham Asset Management, LLC, a registered investment advisor.
 
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