Astoria Portfolio Advisors is an NYC-based independent investment management firm specializing in OCIO services, ETF managed portfolios, and quantitatively driven stock strategies. The firm oversees $2.4 billion in assets under management/advisement (as of May 5, 2024). Astoria serves as a sub-advisor to the Astoria Real Assets ETF (PPI), the Astoria US Equal Weight Quality Kings ETF (ROE), the Astoria US Quality Growth Kings ETF (GQQQ) and the Astoria Dynamic Core US Fixed Income ETF (AGGA).
Astoria’s unique portfolio management discipline combines macro, cross-asset expertise, and quantitative portfolio construction techniques. The firm utilizes factors and alternatives to build attractive, tax-efficient, and strategic investment solutions. The firm’s solutions range from core risk based ETF portfolios, thematic ETF portfolios, and quantitatively driven stock portfolios to single ETF solutions.
Astoria places particular focus on providing clients with long-term, research-driven investment solutions, with an emphasis on thematic and secular investment trends. Core services include investment management and Outsourced Chief Investment Officer (OCIO) services.
Astoria Portfolio Advisors claims compliance with the Global Investment Performance Standards (GIPS®). 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.
For more information, please reach out to John Davi at jdavi@astoriaadvisors.com or visit astoriaadvisors.com. To receive a GIPS report, please contact Nick Cerbone via email ncerbone@astoriaadvisors.com.
For all relevant disclaimers, please visit our website: www.astoriaadvisors.com/disclaimer
Twitter: @AstoriaAdvisors
Company Details
- Employees
- 10
- Founded
- -
- Address
- 500 7th Ave,
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- https://www.astoriaadvisors.com/
- Keywords
- Investment Management, ETF Managed Portfolios, Thematic Investing, ESG Portfolio Construction, Quantitative Research, Macro Research, Content, Thought Leadership.
- HQ
- New York, New York
Astoria Portfolio Advisors Llc Questions
Astoria Portfolio Advisors Llc's website is https://www.astoriaadvisors.com/
Astoria Portfolio Advisors Llc's LinkedIn profile is https://www.linkedin.com/company/astoria-portfolio-advisors
Astoria Portfolio Advisors Llc has
10 employees.
View email and phone details for 10
employees at Astoria Portfolio Advisors Llc.
Astoria Portfolio Advisors Llc's industry is
Investment Management
Astoria Portfolio Advisors Llc's top competitors are
Millennium,
Rockefeller Capital Management,
Vedanta Analytics Llc,
Trivariate Research, L.p.,
Nasdaq,
Rcm Alternatives,
Toews Asset Management,
White Wolf Capital Group,
Cirrus Research, Llc,
Tidal Financial Group.
Astoria Portfolio Advisors Llc's categories are Investment Management
Astoria Portfolio Advisors Llc's founding year is 2017
