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Photo Source: Astoria Portfolio Advisors

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ETF Managed Portfolios

Thematic Equity Portfolios
Custodian Sub-Advisory Services 

ESG – ETF & Equity Portfolios
Outsourced CIO & Research 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 May 31, 2022, Astoria oversees approximately $1.2 bln in assets under management and advisement on behalf of its clients. This number includes assets under management of approximately $228.3 mln in discretionary assets and $2.3 in non-discretionary strategies.

Additionally, Astoria oversees approximately $963.7 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.

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As part of our product offering, we will be providing ongoing Cross Asset & ETF content.

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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.

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