3D Asset Management’s Lavine Talks ETF Modeling

Benjamin Lavine, Chief Investment Officer, 3D Asset Management met with Julie Cooling, Founder & CEO, RIA Channel to discuss firm’s suite of advisor services and ETF models. 3D Asset Management, ranked #73 on the RIA Channel Top 100 RIA ETF Power User List, manages over $440 million in ETF assets. The Connecticut based TAMP specializes in ETF models, offers white-glove, turn-key services for financial advisors. 3D Asset Management’s flagship risk-based models seek to find the balance between global equity and fixed income.  Additionally, the firm offers advisors a huge range of models, built around various issuers and themes. For advisors looking to gain more insight on 3D Asset Management’s investment research and investment selection, Lavine gives a monthly podcast, Advisor Success Series and often brings on guests from DFA and Kensho.