WHAT MAKES US DIFFERENT
Navigating the investment landscape should not be complicated if you have the right partner by your side. What sets 3EDGE apart from other firms is our process for building diversified portfolios, our approach to managing risk and our commitment to serving our clients with excellence.
As of 3/31/2023, 3EDGE has approximately $1.7 Billion in assets. This includes approximately $1.37B in assets under management for individuals, family offices, and institutional clients such as endowments and foundations, and an additional ~$320 Million in assets under advisement which includes non-discretionary assets managed by other registered investment advisers using 3EDGE's model portfolios. We seek to preserve and grow our client’s capital in all market conditions by combining scientific methodology, sound judgement and practical experience.
The 3EDGE Model: Human + Machine
- The 3EDGE model powers our investment research process.
- The model is a result of the 3EDGE team’s collective research and experience across many market cycles, focusing on the key cause and effect relationships driving asset prices.
- The model stress tests each 3EDGE strategy using nearly 150 years of relevant market data.
- We seek to smooth portfolio volatility and avoid steep market declines to allow investors to remain invested through up and down markets.
Learn more about the 3EDGE Model.
Spirit of Innovation
- Technology is at the heart of everything we do.
- We continually innovate in all aspects of our business from our investment process to how we communicate with our clients.
- We have a point of view and like to share it.
Check out our insights in View From the EDGE®.
Service with Excellence
- We are committed to operating with excellence and being highly responsive to our clients’ needs.
- We focus on integrity and compliance in all aspects of our business.
- We strive for the betterment of our local communities by supporting initiatives meaningful to our employees to foster change.
Learn more about our team.