Income Plus Fact Sheet

Access a printable/pdf version of the Fact Sheet here.

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Naples
999 Vanderbilt Beach Road
Suite 200
Naples, FL 34108
844.903.3343

Boston
225 Franklin Street
26th Floor
Boston, MA 02110
844.903.3343

Los Angeles
6060 Center Drive
10th Floor
Los Angeles, CA 90045
657.221.3849

ABOUT US

3EDGE Asset Management, LP, is a multi-asset investment management firm serving institutional investors, the advisor marketplace and private clients. 3EDGE strategies act as tactical diversifiers, seeking to generate consistent, long-term investment returns, regardless of market conditions, while managing downside risks. We are committed to help preserve and grow our clients' hard-earned wealth and serve them with the best client experience.

For our detailed client relationship summary, please review our current CRS Form.

For information about our qualifications and business practices, please review 3EDGE's ADV Part 2.

EXPLORE

Information provided on this website should not be considered a solicitation to buy a security, investment product or investment service. The information provided is for informational purposes only. All investments with 3EDGE Asset Management, LP ("3EDGE") involve risks and there can be no assurance that any strategy will achieve its investment objective. Past performance is not indicative of future results and future returns are not guaranteed. 3EDGE is registered as an investment adviser with the U.S. Securities and Exchange Commission ("SEC"). An investment adviser’s registration with the SEC does not imply a certain level of skill or training. Please refer to 3EDGE’s ADV Part 2 for additional information.

DISCLOSURES FOR AWARDS AND RECOGNITIONS: 3EDGE submitted applications for being considered for these recognitions. See below for selection criteria for inclusion in these publications. 3EDGE did not pay a fee to be considered for these recognitions.

FINANCIAL TIMES 300 TOP REGISTERED INVESTMENT ADVISORS 2020: 3EDGE Asset Management was selected for the seventh annual Financial Times (FT) 300 list, produced independently on July 30, 2020 by Ignites Research, a division of Money-Media, Inc., on behalf of the FT. 3EDGE applied for consideration after meeting the FT’s minimum set of criteria. No fee was charged to apply. To ensure a list of established companies with substantial expertise, FT examined the database of RIAs registered with the SEC and selected those with more than $300m in assets under management (AUM). The Financial Times and Ignites Research, the FT’s sister company, invited qualifying RIA companies — more than 2,000 — to complete a lengthy application that provided more information about them. They added this to their own research into their practices, including data from regulatory filings. 760 RIA companies applied and 300 made the final list. The formula the FT uses to grade advisers is based on six broad factors and calculates a numeric score for each adviser. Areas of consideration include AUM, asset growth, the company’s age, industry certifications of key employees, SEC compliance record and online accessibility. Among the top factors in scoring, AUM accounted for an average of 72 per cent of each adviser’s score. Their growth rate accounted for an average of 15 per cent. The FT places a cap on the number of advisers from any one state, corresponding to the distribution of millionaires across the US. See https://www.ft.com/content/6a45556e-6c21-4770-bc94-468fee0de563 for additional details on FT Top Financial Advisers methodology.

FINANCIAL ADVISOR RIA SURVEY & RANKING 2021: Financial Advisor magazine (FA), a publication covering the investment advisory business, surveys and publishes an annual list of independent registered investment advisers, ranked by assets under management. To be eligible to participate, firms must be registered investment advisers, provide financial planning and related services to individual investors and file their own ADV with the SEC. Only advisers that complete and submit FA’s survey are included in the rankings. In 2021, 607 firms completed submissions, all of which were included in the ranking published on July 16, 2021. FA has not disclosed how many firms were invited to participate. No fee was charged to apply. See Financial Advisor Magazine’s The Future is Now (July 16, 2021) for additional information on FA 2021 RIA Survey & Ranking https://www.fa-mag.com/news/the-future-is-now-63028.html?section=133.

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