Astoria delivers comprehensive investment management, research, and operational solutions to independent RIAs in need of institutionalizing their portfolios and optimizing their workflow in order to best serve clients.
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 August 31, 2023, Astoria oversees approximately $1.4 bln in assets under management and advisement on behalf of its clients. This number includes assets under management of approximately $350.1 mln in discretionary assets, $60.0 mln in the AXS Astoria Inflation Sensitive ETF (PPI), and $58 mln in the Astoria US Quality Kings ETF (ROE).
Additionally, Astoria oversees approximately $920.44 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: firstname.lastname@example.org. 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 offers a comprehensive range of investment management strategies, research, and services for independent RIAs. Our research-driven ETF and equity 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.