July 30, 2020 – 3EDGE Asset Management is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers (“RIAs”). The list recognizes top independent RIA firms from across the U.S.
3EDGE Asset Management was founded in 2016 by seasoned investment professionals from eminent Boston-based firms including Windhaven Investment Management, Inc. and Fidelity Investments. The firm’s president and founder, Stephen Cucchiaro, has a track record of starting and growing several successful companies. He previously founded Windward Investment Management, acquired by Charles Schwab in November 2010, and helped grow assets under management during his tenure to nearly $20 billion. Cucchiaro, along with Monica Chandra, who heads business development, DeFred “Fritz” Folts, III, the firm’s chief investment strategist, and Robert Phillips, Ph.D. the firm’s chief technology officer, make up the firm’s core leadership team.
The firm employs a proprietary research process to create globally diversified portfolios. Powering the research process is the 3EDGE global capital markets model which actively looks for catalysts driving market cycles with the goal of identifying undervalued asset classes poised to enter a period of outperformance. A hallmark of 3EDGE’s approach is its focus on downside risk management.
3EDGE currently manages over $900M in assets including portfolio management for individuals, family offices, as well as institutional clients including endowments and foundations, public and private retirement plans and corporations. The firm has an additional $90M in assets under advisement. 3EDGE also offers its services to retail investors through the Fidelity Wealth Advisor Solutions®program. In addition, 3EDGE serves the advisor marketplace through partnerships with Greenrock Research, SmartX Advisory Solutions and TownSquare Capital.
“Given the thousands of investment advisory firms registered in the U.S., we are pleased to be recognized by Financial Times. We continue to make investments in our team and platforms with the goal of delivering not only exceptional risk-adjusted returns but also what we believe to be the best customer experience for our clients. We are grateful for the trust our clients have placed in us, particularly in a tumultuous year where our disciplined approach has helped us deliver on our commitment to them,” said Cucchiaro.
3EDGE Asset Management was selected for the seventh annual FT 300 list, produced independently by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. The firm applied for consideration after meeting the FT’s minimum set of criteria. RIA firms were graded on six factors: assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records. The final FT 300 represents an impressive cohort of elite RIA firms covering 39 different states and Washington, D.C.