Formula Investing, LLC is a U.S. Registered Investment Advisor (RIA) that offers portfolio management and financial planning services to individuals. Founded on the principles outlined in Joel Greenblatt's "The Little Book That Beats the Market," the firm utilizes a quantitative, rules-based "formula" approach to investing. As a fiduciary, the company is legally obligated to act in its clients' best interests, focusing on a disciplined, long-term investment strategy.

Founded in

United States