3D Asset Management Email Format
Financial ServicesConnecticut, United States11-50 Employees
3D Asset Management is an independent investment manager headquartered in Hartford, Connecticut. It partners with fee-based financial advisers to expand access to exchange-traded funds for individual investors and retirement plan participants. Its investment approach emphasizes disciplined portfolio construction and ongoing monitoring to create diversified portfolios that aim to control costs, manage risk, and facilitate global investing. In addition to portfolio management, the firm offers advisor-focused solutions intended to help practices grow and scale within wealth management, retirement plans, and retirement income markets.