HARTFORD, Conn., July 10, 2018 /PRNewswire/ -- 3D Asset Management ("3D") announces the addition of Astoria Portfolio Advisors' ("Astoria") flagship Multi-Asset Risk Strategy (MARS) to its Turnkey Asset Management Platform (TAMP). Since the firm's inception in 2006, 3D has grown its proprietary offerings to include dynamic global ETF, strategic (Dimensional Fund Advisors "DFA") mutual fund, targeted fixed income, and liquid alternatives models.
"The pairing of Astoria's MARS strategy and 3D's high touch service model gives advisors a unique solution to address their clients' needs for additional risk management," remarked John O'Connor, President of 3D. "Astoria's MARS strategy is a complement to the suite of offerings currently available to advisors. Additionally, Astoria CEO and CIO John Davi's deep background on the institutional side of the business adds depth to the lineup of experts available to advisors that use 3D's TAMP."
This announcement represents a significant milestone in the continued growth of 3D's TAMP, since MARS provides investors diversification across multiple asset classes, allowing investors to participate during rising markets and reducing downside exposure when volatility spikes. The strategy has an 8-year Global Investment Performance Standards (GIPS) compliant track record and will be offered on 3D's platform beginning July 10, 2018.
"We are really excited to partner with 3D Asset Management, and their fantastic customer service platform, to deliver our models to new and existing customers," said John Davi, CEO and CIO of Astoria. "We believe that delivering low cost, sophisticated ETF portfolios that are thoughtfully constructed and actively tax loss harvested is a very attractive strategy for investors."
About 3D Asset Management 3D Asset Management is a Turnkey Asset Management Platform Provider and Investment Manager who partners with fee-based financial advisors to deliver the benefits of efficiently structured investment strategies combined with high touch, white glove service. 3D's proprietary strategies include ETF- and DFA-based models targeted at both accumulation and income-distribution oriented investors. 3D now partners with other innovative investment managers to offer an even broader array of investment solutions to the financial advisor community.
Astoria Portfolio Advisors ("Astoria") is an investment management firm dedicated to building superior ETF based portfolios for financial advisors and their clients using sophisticated macro and quantitative research. Astoria specializes in quantitative & cross asset investing. When constructing portfolios, portfolios are stress tested through various quantitative risk models in order to understand portfolio risks and to help determine when risk budgets should be expanded or minimized. Astoria currently directly manages or advises on assets of approximately $125m.
Please contact John Davi @ [email protected] or 212-381-6185 to obtain a copy of a compliant presentation and/or the firm's list of composite descriptions. Astoria Portfolio Advisors claims compliance with the Global Investment Performance Standards (GIPS®).