3D Asset Management provides investment management and practice management solutions to independent financial advisors nationwide. Because our business is based on meeting the needs of advisors involved in many aspects of wealth management and financial planning we are constantly speaking with many of the best minds in the business. We feel it is our duty to share these ideas and bring thought provoking content to you. These podcasts are one way we try to accomplish this.
We strive to be a valued partner to the financial planning and wealth management community. 3D manages globally diversified, factor-based portfolios of ETFs to meet the needs of goal-based investment plans and provides white glove service to advisors and their staffs. We are an SEC registered investment advisory firm doing business nationwide. Details can be found at https://www.adviserinfo.sec.gov/IAPD/Default.aspx and in our ADV Part 2 at https://3dadvisor.com/