OUTSOURCED · CIO SHARED CIO MODEL

We are your investment engine.

Astoria serves as a Shared CIO for independent wealth advisors — designing and managing institutional-quality asset allocation models and individual stock portfolios. Macro- and fundamentally driven, with a strong emphasis on tax efficiency. We integrate seamlessly with your custodian, save you time and money, and empower you to scale your practice efficiently.

Watch the recording of Beyond the Model Portfolio: The OCIO Advantage for Growing Advisory Firms, featuring Astoria's COO & Head of ETFs, Bruce Lavine.

In this 30-minute conversation, Bruce explores how OCIO solutions can help advisory firms outsource investment management, create greater operational efficiency, and spend more time focused on clients and growing their business.

Topics include:

Where OCIO fits alongside—or instead of—a model portfolio approach
How outsourcing investment management can free up time and resources
What advisors should consider when evaluating an OCIO partner
How Astoria approaches shared OCIO relationships
A real-world client case study

Watch the recording to learn how an OCIO solution could support your practice.

Contact Zach Krause at zkrause@astoriaim.com to learn more about how we can get you started.