Since starting 3D/L, it’s been our goal to meet financial advisors, and the investors you serve, where you are. Then as now, our grounding in academics and analytics is the guidepost of our portfolio construction and strategic partnerships. Financial science aside, we also understand the practical challenges of building a thriving independent advisory practice. Developing a responsive, streamlined TAMP platform was the natural result.
A boutique firm, we sidestep the operational issues found at the larger institutions – without sacrificing breadth of investment styles. Our smaller scale means we can provide you with meticulous, flexible, and personally responsive service.
Underlying all of this is a personal commitment to integrity and full transparency – in our portfolios, our process, our fees, and our relationships.