Separate Account Programs

Astor Asset Management provides proprietary separately-managed account portfolios for individual clients. Programs within each portfolio employ the strict use of exchange-traded funds (ETFs) and index-based mutual funds. Throughout all economic cycles the "Astor Model" is utilized to make investment decisions. Astor manages two unique portfolios with different risk levels and investment objectives:

  • Astor Long/Short Balanced
  • Astor Style Preferred Growth

The Astor Programs

Astor Long/Short Balanced Program

The Astor Long/Short Balanced Program is the flagship product of the firm and was founded on the basis of long/short investing according to macroeconomic indicators. Using ETFs, the portfolio seeks to provide positive returns during market expansions by utilizing long equity positioning in the broad market averages as well as individual market sectors. During economic contractions, Long/Short Balanced will implement defensive positioning, which can range from cash positioning to using ETFs with inverse market exposure.

Astor Style Preferred Growth Program

By analyzing various economic indicators as they relate to the markets, the Astor Style Preferred Growth Program has an actively managed portfolio allocation to large, mid, and small cap domestic equity and international ETFs, along with specialty sector ETFs like short-term bonds, energy, or utilities. We overlay the ETF management with a tactical strategy designed to help limit drawdowns and volatility in the portfolio.


Astor Program Features

  • Offer clients individual, actively managed accounts (no pooled assets)
  • Initial minimum investment $100,000
  • The individually managed account is tax-efficient and exclusive
  • Meet increasing demand for non-traditional investments
  • Provide strategies able to generate returns in both up and down markets
  • No lockup period or redemption fees
  • Daily liquidity

Account Management Fees

Fees are dependent upon a variety of factors, please contact an Astor representative for an accurate quote at 1-800-899-8230 or click here to request more information.

 

Astor Updates and News

Signup to receive updates on our programs and quarterly reviews.






Terms & Conditions  •  Open an Account