3D Asset Management Adds Lee Capital Management's Adaptive Strategies to Investment Lineup on TAMP Offering
HARTFORD, Conn., Dec. 11, 2018 /PRNewswire/ -- 3D Asset Management ("3D") announces the addition of two of Lee Capital Management's ("LCM") Adaptive Strategies: Lee Adaptive Large Cap Sector (LALCS) and Lee Adaptive US Equity (LAUSE) to the lineup of investment products available to fee-based financial advisors on its turnkey asset management platform offering.
"The addition of Lee Capital's Adaptive Sector strategies is part of our ongoing commitment to diversifying our lineup of investment products for advisors seeking high-quality boutique managers and white-glove service solutions," said John O'Connor, President of 3D Asset Management. "Lee Capital's strategies are a useful complement to growing selection of investment strategies available for advisors to help their clients reach their financial goals. Additionally, Lee Capital's industry recognition and seasoned team of investment professionals significantly enhance our capability to assist advisors in meeting their growing list of solutions-oriented mandates."
LCM's Adaptive Strategies comprise a suite of next-generation ETF based portfolios that can adapt to the current market environment. The portfolios are designed to help investors capture positive returns in typical market conditions while avoiding losses during significant market declines. The LALCS Strategy is a tactical, risk managed US equity portfolio that dynamically adapts to the US equity market through exposure to efficient large cap sector ETFs. The strategy can partially or completely de-risk to cash if market conditions deteriorate. It is a core US Equity strategy designed to protect clients in severe down markets while participating in up markets. During "normal" market environments the portfolio would typically own most or all sectors. In times of stress it would typically hold fewer sectors, potentially holding cash positions up to 100%.
The LAUSE Strategy is a tactical, risk managed US equity portfolio that dynamically adapts to the US equity market through exposure to efficient large and small cap sector ETFs. The strategy can partially or completely de-risk to cash if market conditions deteriorate. It is a core US Equity strategy designed to protect clients in severe down markets while participating in up markets. During "normal" market environments the portfolio would typically own most or all sectors. In times of stress it would typically hold fewer sectors, potentially holding cash positions up to 100%.
Since 3D's inception in 2006, the firm has grown its proprietary mix of investment strategies to include dynamic global ETF, strategic Dimensional Fund Advisors ("DFA") mutual fund, targeted fixed income, and liquid alternative models.
"We are thrilled to add our tactical and risk-managed ETF-based portfolios to the 3D platform. John, Ben and and the entire 3D team have built a very compelling TAMP centered on best-in-class client service," said Kevin Orr, Managing Partner of Lee Capital Management.
About 3D Asset Management
3D Asset Management is a Turnkey Asset Management Platform (TAMP) provider and investment manager who partners with fee-based financial advisors to deliver the benefits of efficiently structured investment strategies combined with high-touch, white-glove services. 3D's proprietary strategies include ETF- and DFA-based models targeted at both accumulation and income-distribution-oriented investors. 3D also partners with other innovative investment managers to continue to expand the array of investment solutions it provides to the financial advisor community.
For more information go to: https://3dadvisor.com/
About Lee Capital Management
Lee Capital Management (LCM) is an SEC-registered investment advisor headquartered in Wellesley, Massachusetts. The firm grew out of Thomas H. Lee Capital's investment organization and is led by investment veterans with an average of 31 years of industry experience. LCM manages and advises across a broad array of investments for prestigious institutional and individual investors. LCM concentrates on providing investors with products and solutions that seek to capture the expected long-term capital appreciation provided by equities while seeking to mitigate the full downside of the worst return periods.
For more information go to: http://leecapitalmgmt.com/
Contact: Dana Taormina, 973-850-7305, [email protected]
SOURCE 3D Asset Management
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