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: 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.
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.