Third-Party Strategists

Easily find, pair, and manage client investments with our carefully vetted and monitored list of third-party strategists.

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3 EDGE Asset Management Logo

Helping You Grow AND Preserve Your Client’s Hard-Earned Wealth

At 3EDGE, our aim is to help investors successfully navigate both up and down markets. We know that over the long-term, investors can come out ahead by not only making positive returns in up markets but also by losing less in down markets.

  • Our multi-asset strategies act as tactical diversifiers, seeking to generate attractive risk-adjusted returns over full market cycles, with particular attention to managing volatility and portfolio drawdowns.
  • With the recent market euphoria, investors may forget that 2022 was a decidedly negative year for stocks and bonds.
  • At times like this, it is helpful to zoom away from short-term performance and look at performance over time.
  • Learn how 3EDGE strategies have helped deliver on their value proposition to provide a steady and consistent return stream with much less volatility, helping advisors smooth the ride for clients.

Seasons of the Market commentary paper

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Affinity Investment Advisors
AMI Asset Management
Crawford Investment Counsel

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Strategists

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Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.

This information is prepared for general information only. It does not have regard to the specific investment objectives, financial situation, and the particular needs of any specific person. This material does not constitute any representation as to the suitability or appropriateness of any security, financial product or instrument. There is no guarantee that investment in any program or strategy discussed herein will be profitable or will not incur loss. Investors should seek financial advice regarding the appropriateness of investing in any security or investment strategy discussed or recommended and should understand that statements regarding future prospects may not be realized. Investors should note that security values may fluctuate and that each security's price or value may rise or fall. Accordingly, investors may receive back less than originally invested. Past performance is not a guide to future performance. Individual client accounts may vary.

At certain places on our website we offer direct access or 'links' to other Internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Orion Portfolio Solutions, LLC (Orion Portfolio Solutions). Orion Portfolio Solutions does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with their finance professional. Orion Portfolio Solutions does not necessarily endorse or recommend any product or service described at these websites.