Follow’s investment advisory affiliate (IA) has funded and created a corresponding Follow Account derived from the portfolios of certain Leaders. The affiliate manages each Follow Account in the same manner as Leader-derived portfolios are maintained for individual clients.
This means that the Follow Account associated with a particular Leader should buy and sell the same securities in approximately the same ratios and at approximately the same times as each of the client securities portfolios associated with that Leader.
For a more detailed explanation of Follow Accounts, please see our Follow IA’s Form CRS and Form ADV Part 2 available here.