FLORIDA, April 18, 2024 – 3EDGE Asset Management (3EDGE), a Florida-based SEC registered investment advisor, announced that several of their investment solutions are available through Atria Wealth Solution’s advisory platform, Contour. With over $1.8 billion in combined assets under management and advisement, 3EDGE is well-positioned to help Atria financial intermediaries and advisors with a range of actively managed investment solutions that provide geographic and asset class diversification. 3EDGE strategies act as tactical diversifiers, seeking to generate consistent, long-term investment returns, regardless of market conditions, while seeking to manage downside risks.
Monica Chandra, President of 3EDGE, commented, “Our continued focus on providing a wide array of quantitatively driven, tactical investment solutions with a strong emphasis on downside protection has allowed our clients to rest easy, particularly after years like 2020 and 2022 with higher-than-average volatility. We look forward to joining Atria’s partner program and extending our unique solutions to their client base. The Atria team has demonstrated themselves to be world-class in supporting the needs of advisors and intermediaries, and we are excited to partner with them.”
3EDGE was founded in 2015 by a seasoned team of financial industry veterans. The firm is headquartered in Naples, Florida, with additional offices in Boston, Massachusetts, and Los Angeles, California. Stephen Cucchiaro, a pioneer in global macro investing, serves as 3EDGE’s CEO and Chief Investment Officer. He is joined on the firm’s investment committee by Eric Biegeleisen, CFA®, Monica Chandra, Defred Folts, Lawrence Jules, and Robert Phillips, who collectively represent over 150 years of experience in quantitatively driven, tactical global macro investing. In addition to Atria Wealth Solution. With the availability of 3EDGE on Turnkey Asset Management Platforms (TAMPs), advisors and intermediaries can offer their clients access to institutional-quality solutions that seek to minimize volatility and portfolio drawdowns. In addition to Atria’s Contour platform, 3EDGE strategies are also available on other industry leading platforms like Cambridge Investment Research, Envestnet, LPL, Orion, Potomac, Adhesion and SmartX.
About 3EDGE Asset Management
3EDGE Asset Management, LP, is a multi-asset investment management firm serving the advisor marketplace, institutional investors, and private clients. 3EDGE strategies act as tactical diversifiers, seeking to generate consistent, long-term investment returns, regardless of market conditions, while seeking to manage downside risks.
The primary investment vehicles utilized in portfolio construction are exchange-traded vehicles. The investment research process is driven by the firm’s proprietary global capital markets model. The model is tested over a wide variety of economic and market conditions and translates decades of research and investment experience into a system of causal rules and algorithms to describe global capital market behavior. 3EDGE offers a full suite of solutions that seek to meet investors’ different objectives. 3EDGE manages $1.32 Billion in Assets Under Management and approximately $456 Million in Assets Under Advisement (AUA) as of 2/29/2024. AUA includes non-discretionary assets managed by other registered investment advisers using 3EDGE’s model portfolios. Learn more at www.3edgeam.com.
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Patrice M. Kozlowski
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Email: kozlowski@daipartnerspr.com
