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3EDGE Asset Management


Investment solutions designed to smooth the ride
with innovative, risk-managed, and multi-asset 
strategies on Orion’s platform.

Long-Term Growth and Stability

3EDGE specializes in building diversified, risk-managed portfolios designed to adapt to changing market cycles. By leveraging scientific methodologies and over 150 years of market data, 3EDGE offers active, ETF-based strategies that help advisors preserve and grow their clients' capital across all market conditions. Through its partnership with Orion, 3EDGE’s strategies are seamlessly accessible on OPS and Communities platforms, as well as integrated within Core Select and Wealth Advisory.

 

Delivering Results with Expertise and Innovation

As of June 30, 2025, 3EDGE manages over $2 billion in assets. 
This includes approximately $1.64 billion in assets under management for individuals, family offices, and institutional clients. An additional $770 million in assets is under advisement, which includes non-discretionary assets managed by other registered investment advisers using 3EDGE's model portfolios. 

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Built to Minimize Risk

3EDGE offers strategies designed to help advisors navigate changing market conditions and achieve their clients' financial goals. With access to 3EDGE’s strategies through Orion, advisors benefit from innovative investment solutions and seamless platform integration.

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Models Available on OPS

3EDGE Conservative Strategy (Diversifier)

Designed with a focus on preservation of capital and management of volatility.

3EDGE Total Return Strategy (Diversifier)

Seeks attractive risk-adjusted returns over full market cycles while managing downside risk.

3EDGE ESG
Strategy (Active)

A Total Return alternative using ESG-focused ETFs to align with investor values.

The 3EDGE Difference

Navigating the investment landscape should not be complicated with the right partner by your side.

3EDGE Model: Human + Machine

The 3EDGE model powers the firm’s investment research process. It is the result of the team’s collective research and experience across many market cycles, focusing on the key cause-and-effect relationships driving asset prices.

  • The model stress-tests each 3EDGE strategy using nearly 150 years of relevant market data.
  • The approach seeks to smooth portfolio volatility and avoid steep market declines, enabling investors to remain invested through up and down markets.

Spirit of Innovation

Technology is at the heart of everything 3EDGE does. The firm continually innovates across all aspects of its business, from the investment process to client communications. 3EDGE’s distinct perspective on global capital markets reflects their dedication to delivering valuable insights to advisors and investors.

Service with Excellence

3EDGE is committed to operating with excellence and being highly responsive to client needs. The firm prioritizes integrity and compliance in all aspects of its business and strives to foster positive change in local communities by supporting initiatives meaningful to its employees.

Ready to

Integrate 3EDGE 

Strategies?

Learn more about the 3EDGE model lineup 
available on Orion Portfolio Solutions.

Existing Subscribers

Access model fact sheets and more in the Marketing Material section of your Advisor Portal.

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This webpage is sponsored by 3EDGE Asset Management. Orion Advisor Solutions, Inc. (“Orion”) or its affiliates and subsidiaries received compensation from 3EDGE Asset Management for the placement of this advertisement content. 3EDGE Asset Management and Orion are not affiliated companies, and the advertisement is not a recommendation or endorsement by Orion for any of the services referenced or provided.

This material does not constitute any representation as to the suitability or opportunities 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. This information is prepared for general information only. Individual client accounts may vary. It does not have regard to specific investment objectives, financial situation, and the particular needs of any specific person who may receive this report (information). Investors should seek financial advice regarding the appropriateness of investing in any security or investment strategy discussed 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. Investing in any security involves certain non-diversifiable risks including, but not limited to, market risk, interest-rate risk, inflation risk, and event risk. These risks are in addition to any specific, or diversifiable, risk associated with particular investment styles or strategies.
 
Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.
 
Information presented herein with respect to any third-party service provider has been provided by those third-party service providers and has been reproduced here with their permission. Such information does not necessarily reflect the views and opinions of Orion Advisor Solutions, Inc. (“Orion”) or its affiliated companies. Orion does not endorse any particular third-party product or service. Our clients should undertake their own assessments to determine whether these parties meet their business and due diligence requirements. 3EDGE Asset Management and Orion Portfolio Solutions, LLC (“OPS”) are not affiliated companies, and the video is not a recommendation or endorsement by OPS for any of the services referenced or provided. While some OPS solutions may contain one or more of the specific strategies mentioned, OPS is not making any comment as to the suitability of these, or any investment product for use in any portfolio. 

This page may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites.