Boston, MA Office

Defred Folts III is a financial advisor with 21 years of industry experience, currently with 3EDGE Asset Management, LP. He holds Series 63 and Series 65 credentials and has previously worked at Foreside Fund Services, Windhaven Investment Management, and Windward Investment Management. Folts serves on the Board of Governors at the Concord Museum, where he also chairs the Investment Committee, and he is a member of the Investment Committee at the Umbrella Center for the Arts. 3EDGE Asset Management is a discretionary investment manager that serves separately managed account clients, sub-advises other advisers, and manages ETFs and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation process that combines quantitative research with committee judgment and stress testing, typically implementing strategies through ETFs including its own 3EDGE Funds.

Peter Mc Manus is a CFP® professional at 3EDGE Asset Management, LP with 31 years of industry experience. He has held roles at Vigilant Distributors, Foreside Fund Services, LLC, Granite Investment Advisors, LLC, and has been with 3EDGE since 2016. 3EDGE Asset Management is a discretionary investment manager serving separately managed account clients, acting as a sub-advisor, and managing registered ETFs and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation strategy that combines quantitative research with investment committee judgment.

Robert Phillips is a Series 65–licensed financial advisor with 14 years of industry experience. He has worked at 3EDGE Asset Management, LP since 2012 and previously at Windhaven Investment Management and Windward Investment Management. Outside of his advisory role, he is the president and owner of RE Phillips Systems Inc., where he oversees systems architecture and deployment. 3EDGE Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other advisers, and managing ETFs and collective investment trusts. The firm uses a top-down, globally diversified multi-asset allocation approach that combines quantitative research with investment committee judgment and stress testing, typically implementing strategies with ETFs and, for certain accounts, derivatives and borrowing.

Lawrence Jules is a financial advisor at 3EDGE Asset Management, LP with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Charles Schwab Investment Advisory and Windhaven Investment Management. Outside of his advisory role, he serves as an independent trustee for Tidal Trust III Fund and acts as a strategic advisor and passive investor in real estate, transportation, and start-ups. 3EDGE Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other investment advisers, and managing ETFs and collective investment trusts. The firm uses a top-down, globally diversified multi-asset allocation process that integrates quantitative research and investment committee judgment, often implementing strategies through ETFs and other instruments.

Kevin Latu is a financial advisor at 3EDGE Asset Management, LP in Boston, MA. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior roles include positions at Vigilant Distributors LLC and Equitable Advisors. 3EDGE Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other advisers, and managing ETFs and collective investment trusts. The firm uses a top-down, globally diversified multi-asset allocation approach, combining quantitative research with investment committee judgment and stress testing.

Eric Biegeleisen is a CFA® charterholder with 15 years of industry experience. He is with 3Edge Asset Management, LP in Boston, where he has worked since 2017. His prior experience includes roles at Vigilant Distributors, LLC, Foreside Fund Services, LLC, and several investment management firms. 3Edge Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other advisers, and managing ETFs and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation process combining quantitative research with investment committee judgment.