A recent Wall Street Journal piece highlights a major trend in wealth management: over 80% of fee-based advisors are now utilizing model portfolios to outsource investment decisions—a surge fueled by asset flows hitting a record $7.96 trillion in April, up from $6.44 trillion just a year ago. This shift is driven largely by the rise of cost-effective ETFs, automated rebalancing, and a desire to focus more on client relationships and holistic financial planning.
Read the full article here: More Financial Advisers Are Outsourcing Investment Decisions
Why this matters for you:
- Time & Resource Optimization
Outsourcing portfolio construction frees up your bandwidth to focus on what truly moves the needle, client relationships, tax planning, and holistic advisory work.
- Efficiency Through Model Portfolios
These turnkey ETF-based models streamline investment execution and rebalance automatically, exactly what the WSJ calls a core driver of this growth.
How Astoria OCIO Stands Out
- Decade‑plus long Track Record
Since 2010, we’ve managed our ETF-based Multi‑Asset Risk Strategy (MARS), designed to deliver diversified exposure with dynamic risk controls, tax efficiency, and cost discipline.(View Fact Sheet).
- Institutional‑grade Expertise
Our Founder, CEO & CIO John Davi has been constructing robust model portfolios since 2000, starting on the Merrill Lynch Model Portfolio Team. That same methodological rigor is baked into every aspect of Astoria’s OCIO solutions
Curious to see how Astoria can complement your practice? Let’s schedule a quick call or virtual meeting. We’d be happy to walk you through our models, risk framework, and how our team supports advisors just like you.
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Originally published June 15, 2025
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