Astoria Portfolio Advisors
Contributor
Astoria Portfolio Advisors is an NYC-based independent investment management firm specializing in construction, portfolio management, and model delivery of cross-asset, thematic, and quantitatively driven portfolios. The firm oversees $1.37 billion in assets under management/advisement (as of October 27, 2023). Astoria serves as a subadvisor to the AXS Astoria Inflation Sensitive ETF (PPI) and the Astoria US Quality Kings ETF (ROE).
Astoria’s unique portfolio management discipline combines macro, cross-asset expertise, and quantitative portfolio construction techniques. The firm utilizes factors and alternatives to build attractive, tax-efficient, and strategic investment solutions. The firm’s solutions range from core risk-based ETF portfolios, thematic ETF portfolios, and quantitatively driven stock portfolios to single ETF solutions. Founder and CIO John Davi is the portfolio manager for the award-winning AXS Astoria Inflation Sensitive ETF (PPI). Astoria places particular focus on providing clients with long-term, research-driven investment solutions, with an emphasis on thematic and secular investment trends. Core services include investment management, sub-advisory, Outsourced Chief Investment Officer (OCIO), and model delivery.
Astoria Portfolio Advisors claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.
For more information, please reach out to David Clark at dclark@astoriaadvisors.com or visit astoriaadvisors.com. To receive a GIPS report, please contact John Davi via email at jdavi@astoriaadvisors.com. For all relevant disclaimers, please visit our website: www.astoriaadvisors.com/disclaimer
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