ETF Managed Portfolios, Thematic Equity Portfolios, Outsourced CIO & Sub-Advisory Services
ETF Managed Portfolios
Thematic Equity Portfolios
Custodian Sub-Advisory Services
ESG – ETF & Equity Portfolios
Outsourced CIO & Research Services
Research Driven
ETF Managed Portfolios, Model Delivery, OCIO & Sub Advisory Services
Astoria is an investment management firm that specializes in research driven, cross asset, ETF and thematic equity portfolio construction. Our core services include investment management, research and sub-advisory services.
As of June 30, 2021, Astoria oversees approximately $861.2 mln in assets under management and advisement on behalf of its clients. This number includes assets under management of approximately $144.4 mln in discretionary assets and $2.8 in non-discretionary strategies.
Additionally, Astoria oversees approximately $714.0 mln in advisory assets which are non-managed strategies powered by Astoria’s research, investment management services, portfolio construction analytics, model portfolios, outsourced Chief Investment Officer support, or other non-managed investment assignments.
Astoria Portfolio Advisors claims compliance with the Global Investment Performance Standards (GIPS®). To receive a GIPS report, please contact Nick Cerbone via email: ncerbone@astoriaadvisors.com. GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.
Astoria Has Been Highlighted On:
Please visit the Media & News Section for more information
Astoria Background
As part of our product offering, we will be providing ongoing Cross Asset & ETF content.
Services
> Portfolio Management
> Cross Asset & Quantitative Research
> Separately Managed Accounts
> Sub Advisory
> Core Portfolio & Bespoke Model Delivery
Solutions
We focus on generating attractive, risk adjusted returns over varying market cycles. Solutions can also be custom tailored to solve for the end client’s need.
News
Publications
October 3, 2020
‘Anything can happen:’ Why the hottest investing trend is playing it safe
September 9, 2020
Don't Fade Momentum
September 8, 2020
We're in the beginning stages of this new cycle: CIO
August 28, 2020
In a market starved for yield, one ETF offers close to 9%. Here's how it works.
August 26, 2020
Quality ETF hits all-time high, but one CIO sees a better opportunity
August 25, 2020
Momentum ETF hits record: "I wouldn't be trimming at this point," says analyst
October 27, 2020
The Economic and Earnings Cycles are More Important than the Presidential Cycle
July 10, 2020
Astoria’s Investment Committee Quarterly Report: Increasing the Cyclicality of our Portfolios
June 25, 2020
Look Forward (not Backward) when Investing
June 19, 2020
Momentum, Day Trading, & US Elections
May 19, 2020
Have you Rebalanced your Portfolio Lately?
April 6, 2020
Astoria’s Quarterly Investment Committee Insights
March 27, 2020
The S&P 500 is up 17% from Monday’s low. Now what?
Subscribe to our Research
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500 7th Ave, 9th Floor
New York, NY 10018
Tel: 212.381.6185
News
August 3, 2021
Astoria is back on CNBC TV! Will China tech volatility upend global investing? Inverse ARKK ETF?
July 28, 2021
Shake-up in Chinese stocks raises questions over the future of international investing
June 27, 2021
ETF Battles: QQQ vs. MTUM - Which Growth Stock ETF is the Right Choice?
June 20, 2021
ETF Battles: ARKK vs. KOMP - Which Growth ETF is the Winning Choice?
Publications
September 14, 2021
CIO Thoughts: Which Asset Classes are Cheap?
September 13, 2021
ETF Battles
August 31, 2021
CIO Thoughts: 3 Reasons Why the Market is Melting Up
August 30, 2021
Introducing Astoria's Portfolio Solutions & Tools
August 29, 2021
CIO Thoughts: Have We Reached Peak Sentiment?
April 26, 2021
ETF Battles: Vanguard vs. Invesco: 4 Rival ETFs Battle Each Other - WHO WINS?
April 9, 2021
Market volatility is low — here’s the best way to trade
March 23, 2021
Bitcoin ETF is ‘just a matter of time,’ market analyst says after SEC acknowledges VanEck proposal
March 22, 2021
High-yield, low visibility: Strategies for trading bond ETFs as rates rise; Segment of John Davi's CNBC Interview
July 28, 2021
Quarterly Investment Outlook, InsideETFs Conference, and China
July 26, 2021
Special Report: Astoria's Q3 Investment Outlook
May 24, 2021
Should you fade cyclicals and inflation sensitive assets?