Who We Are and What We Do
Astoria offers a comprehensive range of investment management strategies, research and services for independent RIAs. Our research driven ETF, equity and ESG portfolios are stress tested through various quantitative models to best understand portfolio risks. Astoria's research is macro and cross asset with a strong emphasis on tailored content to each of our clients' needs. With Astoria acting as sub advisor to RIAs at their designated custodian, our clients are able to outsource all operational matters of portfolio management from trading and rebalancing to tax loss harvesting.
Astoria uses quantitative risk modeling, with a dynamic overlay, to help determine when risk budgets should be expanded or minimized.
Astoria has manufactured institutional caliber investment strategies in a low-cost format leveraging the benefits of the ETF product (liquid, tax efficient, diversification, transparent). We utilize a disciplined, quantitative, and cross asset investment process to participate in upside exposure while hedging downside risks during stressed markets.
Our investment management process is a constant feedback loop between research, portfolio construction, and risk management. Investment decisions are made using strong economic and quantitative rationale backed by data. Astoria employs ongoing research assessment of these models to manage its investment processes and outcomes.
We believe Astoria's comprehensive range of sub advisory services empowers the deliverables and outcomes of advisors in order to best serve their clients.