FolioMetrix

[iamjacobm]

http://www.bizjournals.com/portland/mor ... -from.html

A Portland company that specializes in investment research has itself landed a sizable chunk of money from an outside firm.

FolioMetrix officials said Wednesday the firm has collected $5 million from Grail Partners, a boutique merchant bank with offices in San Francisco and New York.

They also have an office in Omaha. I just thought it was interesting to have a Portland/Omaha company. That isn't a combo seen often, hopefully this new investment can lead to growth in Omaha.

[Coyote]

They also have an office in Omaha.  I just thought it was interesting to have a Portland/Omaha company.  That isn't a combo seen often, hopefully this new investment can lead to growth in Omaha.

The CoC has been campaigning in the NW for IT jobs to move to Omaha, with all the layoffs. There may be a pipeline being built....

[iamjacobm]

http://www.omaha.com/money/foliometrix- ... 43e3d.html

Fresh off a $5 million infusion of venture capital, an investment management company that has developed data-driven products to manage portfolio risk expects this to be the year it sheds the startup moniker.

FolioMetrix, launched in 2009, has dual headquarters in Omaha and Portland, Oregon. The company bases its operations and investment research team of six employees in a local office at 101 S. 108th Ave. An additional five employees are in Portland.

The company, which also has a set of mutual funds, was co-founded by Omaha wealth manager Greg Rutherford, who also started Tagge Rutherford Financial Group, and Jerry Murphey.

Rutherford left his namesake firm in July 2011 to continue working with FolioMetrix in compliance with federal regulations. He is a managing director at the company.

Murphey, who oversees the FolioMetrix sales and marketing headquarters in Portland, is president and CEO.

The firm’s 11 funds collectively increased assets under management from about $50 million in early 2014 to more than
$200 million today.