Historical Timeline

Historical Timeline

3D Asset Management is an Independent Global 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.


3D Asset Management Incorporated


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


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


Obtained its first 401(k) plan


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


Launched turnkey 401(k) program


Partnered with Reliance Trust to launch Collective Investment Trusts


Launched series of Risk-Banded Target Date funds


3D expands national sales and distribution coverage


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.


We are pleased to announce 3D Asset Management’s acquisition by 55 Capital, which was founded by ETF pioneers and investment thought leaders.

We are excited about this acquisition because it brings together two innovative firms with complementary products and common values. We believe it will be very additive to you and your practice. This acquisition will significantly enhance our capabilities and allow us to provide a wider array of products and services.

For more details, please click below.