Listen to our 2019 podcast with the Advisor Lab hosted by Seven Group. We dive into the topic of technology in the advisor world – where it’s at, where it’s headed, and how advisors can integrate technology while maintaining a human element.  We also cover how advisors should be thinking about their technology stack and how they can leverage other means of passive communication to have an impact.

3D/L’s Investment Portfolios

Diversified Portfolio Options

Making advisors more efficient, time is the most precious commodity, long-term time-frame vs. market timing.

Independent Investment Oversight

Constantly developing and improving products and services, based on client needs and market conditions.

Cost-Efficient Execution

Low-cost investment solutions for clients, cost-saving practice management solutions for advisors.

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January 5, 2021 – Market Commentary

Year-End 2020 Market Commentary and 2021 Outlook The Great Beyond (the Pandemic)

By: Benjamin Lavine

January 3, 2021 – Blogs

Felix Unger would have had over 100 million in AUM!

By: Ed Schweitzer

December 21, 2020 – Blogs

Social Reconnecting

By: Benjamin Lavine

December 14, 2020 – Press Releases

3D Asset Management and LCM Advisors to Join Forces

By: John O'Connor

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