Advisors

Investors

A Global Approach for Better Outcomes

Market Commentary:

First Quarter 2018 Market Commentary by Ben Lavine

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3D delivers the benefits of exchange-traded funds with uncompromising customer loyalty, personalized guidance and innovative solutions.


3D delivers the benefits of exchange-traded funds with uncompromising customer loyalty, personalized guidance and innovative solutions.

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  • Investment Philosophy

    Is rooted in our history as a DFA Advisor that transitioned to ETF Strategist. We believe in efficient markets, fundamental asset allocation and the benefits of global diversification.

  • Investment Process

    Delivers strategic portfolios designed and managed to target a rate of return. We utilize fundamentally weighted indices to access strategic beta and strategically tilt allocation based on our view of macro economic conditions.

  • Why ETFs?

    Advances in technology have created a highly effective instrument to access our full range of asset classes. The Exchange Traded Fund delivers substantive benefits of liquidity, transparency, tax-efficiency and lower costs when compared to other financial instruments.

  • Portfolio Solutions

    We offer a range of risk-based and target date portfolio options. Our target date families feature risk-adjusted glide paths as well as the first co-managed target date series of its kind, which integrates strategic and tactical investment management disciplines.

  • Advisor Solutions

    Practice management efficiencies are delivered through outsourced portfolio management solutions. We specialize in practice growth and value-creating strategies across the wealth management, qualified plan and retirement income market segments.

  • Access to 3D

    Advisors work with 3D in a multitude of ways: direct through our TAMP, major platforms, unitized models and CITs, with share classes to accommodate all plan design and administrative cost coverage needs.

Is rooted in our history as a DFA Advisor that transitioned to ETF Strategist. We believe in efficient markets, fundamental asset allocation and the benefits of global diversification.

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Find out how you can partner with 3D Asset Management

Three Dimensions of Expertise

Retirement income

The Next Generation in Retirement Income

3D endorses and is very experienced in working within the time segmented retirement income distribution plan environment. Our staff can help you understand the theory behind time segmented planning and refer you to innovative service providers that work hand in hand with 3D to help you help your retirement income clients. 

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wealth management

Empowering Fee-Based Advisors & Firms

3D Global Portfolios offer significant diversification, liquidity, low investment costs, tax-efficiency and greater simplicity. Advisors use our portfolios as a “core investment strategy” or complete managed portfolio solution.

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Retirement plans

Delivering the benefits of ETFs and managed portfolios to the retirement plan market

3D Asset Management’s innovative product set and turnkey retirement plan program provides financial advisors the tools and support they need to prospect, package, and sell retirement plans with ease.

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