Astor provides separately-managed account portfolios for each client. 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 three unique portfolios each with a different risk level and investment objectives:
- Astor Style Preferred Growth
- Astor Style Preferred Moderate
- Astor Long-Short Balanced
What is an Exchange Traded Fund?
ETFs are a rapidly growing class of low-cost investment product designed to replicate a specific index, which trades like a stock and with lower costs than a mutual fund. With the liquidity of stocks, they can be bought and sold throughout the market day and offer exposure to market, industry, sector, and asset indexes.
ETFs enable traders to trade a group of stocks or bonds within a particular market sector by trading a single security. ETFs are automatically diversified equities, greatly reducing risk because there is minimal exposure to any one individual stock.
However, exchange-traded funds are subject to risks similar to those of stocks. Investment returns will fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed or sold, may be worth more or less than their original cost.
The Astor Programs
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 long/short ETF strategy with the design to help limit drawdowns and volatility in the portfolio.
Astor Style Preferred Moderate Program
In similar fashion to the Growth Program, the Astor Style Preferred Moderate Program has an actively managed portfolio allocation to large, mid, and small cap domestic and international ETFs, along allocations to specialty sector ETFs and bond index ETFs. However, the Moderate Program has a less aggressive mix of equity ETFs than the Growth Program. We overlay the ETF management with a long/short ETF strategy with the design to help limit drawdowns and volatility in the portfolio.
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 macroecnomic indicators. In doing so, the portfolios seek to provide positive returns during market expansions by utilizing long equity ETF positioning in the broad market averages. During economic contractions, Long/Short Balanced will utilize defensive positioning, which can range from cash positioning to using ETFs with inverse market exposure.
Click here to request performance data of the separate account programs.
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
- Quarterly client account statements
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.
