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About Astoria

Astoria is an asset management company that specializes in macro and quantitative portfolio management.

We service financial advisors, institutional investors, and high-net-worth individuals.

We offer ETFs, Outsourced Chief Investment Officer (OCIO) services, Separately Managed Accounts (SMAs), and Asset Allocation Models.

A Story about Astoria

Firm Overview

Astoria's Value Proposition

Empower Advisors

We empower advisors through our research and best-in-class stock and ETF models.

Portfolio Management

We focus on generating attractive risk-adjusted returns across varying economic cycles.
The average tenure amongst our investment team is over 25 years. We have 5 CFA's on staff.
We offer a range of portfolio solutions across strategic ETF models, quantitative stock portfolios, and custom tailor-made solutions
We have a history of helping advisors win new business
We increase efficiency through our OCIO services, including trading, performance reporting, rebalancing, tax management, and other operational back office functions.

Research

Range of Solutions

Winning New Business

Efficiency

Who Does Astoria Work With

Investment Advisors

A range of portfolio solutions across managed ETF portfolios, quantitative stock portfolios, and custom-tailored solutions for financial advisors

Institutional Investors

Comprehensive portfolio solutions for endowments, corporation and family offices

Corporate 401-K

Investment advisory, portfolio solutions, research, and tools 

Strategy Spotlight

Dynamic 70/30 ETF Portfolio

70/30 Allocation

High Quality US Stock Portfolio

40 Sector Optimized, High Quality Stocks

High Growth US Stock Portfolio

40 Sector Optimized, High Growth Stocks

Dynamic 60/40
ETF Portfolio

60/40 Allocation

Multi-Asset Risk Strategy Portfolio

50/50 Allocation

Dynamic 15/85
ETF Model

15/85 Allocation

Astoria in the News

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2022 ETF of the Year - AXS Astoria Infla
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The Latest from Astoria

NEWS & RESEARCH

Cycle Indicator, Risk Metrics, and Portfolio Positioning

Research

June 12, 2025

Group CIO Call - Portfolio Construction

Webinar

May 18, 2025

Celebrating 47 Years – with a Look at the Yield Curve

Blog

May 22, 2025

Astoria Monthly Commentary

Blog

May 2, 2025

Rising Debt, Shifting Markets: Navigating the Impacts of Fiscal Imbalance

Blog

May 21, 2025

More Financial Advisors Warm Up to Crypto in Client Portfolios. Here’s Why.

Article

April 17, 2025

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