Astoria Portfolio Advisors has invested a significant amount of resources on our technology, research platform, and portfolio construction tools over the past 3 years.
As we have substantially evolved, we now have the capabilities to do the following:
- Develop & manage quantitative alpha stock baskets + ETF beta portfolios (we blend both sleeves to target a specific standard deviation).
- Develop income solutions for clients as they are entering or going through retirement.
- Monte Carlo simulations to demonstrate probability of success for reaching retirement goals.
- Systematic call / put writing strategies.
- Portfolio hedging solutions.
- ESG portfolios at the mutual fund, ETF, and single stock level.
- Analyze & track aggregate portfolio and factor risk.
- Track, analyze, and run regressions on over 60 macro-economic indicators using newly developed computer programming language.
- Country/sector/regional portfolio tilts.
- Credit/duration/quality of our fixed income portfolios.
- Performance attribution.
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We’ve aggregated the above strategies in a newly developed dashboard for Astoria’s solutions as well as those instances where we serve as a non-discretionary advisor and are engaged as an Outsourced Chief Investment Officer.
We’d love to spend 20 minutes with you and do a video call showing you our new dashboard. Please click here to set up a call with Astoria’s CIO.
Astoria Portfolio Advisors
For full disclosure, please refer to our website: https://www.astoriaadvisors.com/disclaimer
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