Southport, NC Office

3EDGE Asset Management is a discretionary investment manager that serves separately managed account clients, acts as a sub‑advisor to other investment advisers, and manages registered exchange-traded funds and collective investment trusts. The firm also delivers model portfolio recommendations to outside advisers and provides non‑discretionary investment advice and financial planning to individual and high‑net‑worth clients.

The firm’s investment approach is a top‑down, globally diversified multi‑asset allocation process that combines quantitative research with investment committee judgment and ongoing stress testing. 3EDGE typically implements strategies using ETFs—including its own 3EDGE Funds—and, for certain SMA strategies, may employ derivatives and borrowing to achieve tactical exposures.

Compared with many peers, 3EDGE both manages investment company vehicles (ETFs) and serves as subadvisor to CITs, and it engages in advertising practices that include endorsements, published performance results, and references to third‑party ratings. The firm also participates in referral programs (including Fidelity’s advisor referral program), disclosed consulting arrangements related to its CIT business, and maintains multiple offices and registered broker‑dealer affiliations for some personnel.