About

CORE BELIEFS

Historical Timeline

Historical Timeline

3D Asset Management is an Independent Investment Manager who partners with fee-based financial advisors to deliver the benefits of exchange-traded funds to individual investors and retirement plan participants. Through rigorous portfolio construction and monitoring, 3D designs and manages diversified portfolios that control cost, manage risk and simplify global investing. 3D also delivers practice-enhancing and value-creating solutions to advisors to help grow and scale practices focused on the wealth management, retirement plans and retirement income markets.

2005

3D Asset Management Incorporated

2006

Launched 3D Global Portfolios using Dimensional Fund Advisors (DFA) funds

2007

Launched 3D Global Portfolios featuring Exchange Traded Funds (ETFs)
Registered with SEC
Obtained first Taft-Hartley institutional client

2008

Obtained its first 401(k) plan

2009

Obtained first Municipal institutional client
3D Portfolios become available on sub-advised platforms

2010

Launched turnkey 401(k) program

2011

Partnered with Reliance Trust to launch Collective Investment Trusts

2012

Launched series of Risk-Banded Target Date funds

2013

3D expands national sales and distribution coverage

2014

Partnered with Newfound Research LLC to launch PrudentPath Target Date series
Launched WealthConductor comprehensive Retirement Income Program

Grow Your Business

Learn more about how to grow your business while providing your clients with globally diversified managed portfolios.