Transforming Advisor Delivered Investment Strategies
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Welcome to FolioMetrix
We are a creatively driven company that focuses on building strong relationships between financial firms and their clients. Please take a few minutes and experience our team's creative quest for innovative excellence through our product and service brands.
Experience the RiskX family of funds and portfolios that know how to adapt to changing markets, so you don't have to
Your investment process supported by a complex of industry thought leaders sharing a common purpose - to define and deliver “best‐in‐class” portfolios.
Serving financial institutions to improve the sale and delivery of investment management services to their clients.
Dramatically enhance and streamline your client engagement, portfolio design, construction and workflow management process.
Our comprehensive portfolio communication system that delivers daily updates directly to your inbox.
We want you to be Referable! Are you doing all you can to be referable? We can help. The Referable Advisor is a cooperative of experts devoted to helping you build and grow a referable business.
Transforming Advisor Delivered Investment Strategies
Phone: 888 . 952 . 4807 Fax: 503 . 867 . 8933
Omaha, Nebraska
821 Pacific Street, Omaha, NE 68108
Portland, Oregon
1000 SW Broadway, Suite 1010, Portland, OR 97205

@ 2014 FolioMetrix, LLC

FolioMetrix LLC, a wholly owned subsidiary of Uptrade Research Associates LLC, is an Investment Advisor and the advisor to the Starboard Investment Trust’s RiskX mutual fund series. Request Form ADV Part II for a complete description of FolioMetrix, LLC's, management services. Please be aware of the specific risks associated with any investment product and always read the prospectus before investing, As such, your investments may lose value or you may lose the principal investment.

An investor should consider the investment objectives, risks, and charges and expenses of the Fund carefully before investing. The prospectus contains this and other information about the Fund. A copy of the prospectus is available on the website at www.riskxfunds.com or by calling Shareholder Services at 1-800-773-3863. The prospectus should be read carefully before investing.

All information contained herein is for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, securities or advisory services. It is not our intention to state or imply in any manner that past results and profitability is an indication of future performance. All materials are compiled from sources believed to be reliable. However, accuracy cannot be guaranteed. Before making an investment decision, prospective investors should carefully read all material provided.