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Astoria Portfolio Advisors Investment Strategies Offered on the SMArtX Platform
[January 30, 2023]

Astoria Portfolio Advisors Investment Strategies Offered on the SMArtX Platform


Astoria Portfolio Advisors, a registered investment advisor, today announced their investment strategies are now available on SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (TAMP). The relationship with SMArtX will enable Astoria Portfolio Advisors' Inflation Sensitive ETF Managed Portfolio and our High Dividend Yield Stock Portfolio to be available to the broker/dealers and wealth advisors utilizing the SMArtX platform.

"SMArtX is the fastest growing TAMPs and I am excited to have two of Astoria's strategies available on their platform," said John Davi, CEO & CIO of Astoria Portfolio Advisors.

Employing its proprietary technology, SMArtX helps clients to reduce the time and monetary costs of operating their investment management business. SMArtX's simple user interface allows clients to allocate in real-time to Astoria Portfolio Advisors' strategies in a model delivery unified managed account ('UMA'). Their technology provides a scalable resource for advisors to build highly diversified portfolios and deploy them at scale across client accounts, providing a key distribution resource. Two of the firm's strategies are now available through the SMArtX platform, the Inflation Sensitive ETF Managed Portfolio and our High Dividend Yield Stock Portfolio strategies.

"We are excited to expand the selection of investment strategies available to advisors, providing asset managers with a new, innovative way to scale distribution while giving our clients access to diverse asset managers, said Evan Rapoport, CEO of SMArtX. "We look forward to working with them to provide our clients with strategies that are focused on dividend yield and inflation sensitivity."



About Astoria Portfolio Advisors
Astoria is a New York based independent investment management firm that specializes in the construction, portfolio management, and model delivery of cross-asset, thematic, and quantitatively driven customized portfolios. The firm utilizes factors and alternatives to build attractive, tax-efficient, and strategic investment solutions. Astoria's solutions range from core risk-based ETF portfolios, thematic ETF, and customized quantitatively driven stock portfolios. The firm places particular focus on providing clients with long-term, research-driven investment solutions which reflect thematic and secular investment trends. Astoria's core offerings include investment management, sub-advisory, outsourced chief investment officer (OCIO), and model delivery services. Investors can access Astoria's proprietary research and learn more about the firm's approach and offerings at www.astoriaadvisors.com. Follow Astoria Portfolio Advisors on Twitter @AstoriaAdvisors and on LinkedIn.

About SMArtX Advisory Solutions
SMArtX Advisory Solutions is an award-winning managed accounts technology provider and manages SMArtX, a turnkey asset management platform ('TAMP'). SMArtX's API-first, cloud-native technology operates within a modular, micro-services architecture, providing clients a tailored solution catered to their unique specifications. SMArtX is available as an off-the-shelf TAMP for advisors seeking wider selection of investment product and ease of use, while automating the investment processes and simplifying the everyday tasks of managing client accounts. SMArtX also licenses its proprietary technology to enterprise firms looking to create, customize, or upgrade their existing managed accounts technology as a standalone or fully integrated solution. SMArtX is the managed account technology and TAMP platform of choice for multiple RIAs, broker-dealers, and asset managers. Learn more at www.smartxadvisory.com.



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