Redefining asset management
In a world where advisors must juggle multiple responsibilities and navigate various demands, it’s crucial to find a partner that values your time and supports your success. At Frontier, we understand the challenges advisors face in managing client relationships, keeping up with industry trends, and growing your business. Our mission is to empower advisors by providing risk-managed strategies and actionable insights that drive meaningful results.
The Frontier approach to asset management
Dynamic Downside Focus
Our investment approach seeks to balance growth and loss minimization to create a smoother investment experience and potentially better long-term outcomes for investors.
FundFusion
Part art and part science, we draw on the knowledge and experience of our investment team to research and identify whom we believe to be skilled independent investment managers and our proprietary technology to find an optimal mix of funds.
Let’s talk about how the Frontier Way can help grow your business.
The frontier is a place where you are on the leading edge – and looking forward. That mindset and the values we live by inform everything we do. When you work with Frontier, they become your values too. Let us show you how we can help you serve and attract clients.
Featured Content
Why active management is earning its keep
As indexes grow more concentrated in a handful of stocks, active managers like First Eagle Global are proving the value of true diversification.
Sticky inflation and a Fed behind the curve
Commodity prices, bond yields, and Fed policy are sending mixed signals. Here’s what July’s data means for inflation and your portfolio.
Speculation nation
Wild swings in Korean tech stocks and SpaceX’s post-IPO crash reveal how momentum and hype are reshaping markets. Here’s what investors should watch.
For Advisors
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Reports and Documents
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Notes
Strategies are managed using the following process: First and foremost, we establish downside risk targets for our strategies, representing the approximate one-year loss potential an investor is willing to assume at a 95% confidence level. Then, we establish a long-term asset allocation mix that we call the “Target Long-Term Allocation”. Periodically we adjust the Target Long-Term Allocation based on our changing expectations about the future risk and return characteristics of various asset classes to create the “Target Current Allocation”. Next, we develop an “approved list” of investment products that we believe can add value over time. Finally, we test thousands of combinations of investment products from our approved list to find the combination that we believe is most likely to perform better than the Target Current Allocation. Over time, the investment products in the strategy will change.
Exclusive reliance on the above is not advised. This information is not intended as a recommendation to invest in any particular asset class or strategy or as a promise of future performance. References to future returns are not promises or even estimates of actual returns a client portfolio may achieve. Assumptions, opinions and estimates are provided for illustrative purposes only. They should not be relied upon as recommendations to buy or sell any securities, commodities, treasuries or financial instruments of any kind. This material has been prepared for information purposes only and is not intended to provide, and should not be relied on for, accounting, legal, investment or tax advice.
Frontier ’s asset allocation models incorporate expectations for future long-term returns and downside risk. The estimates, including expected returns and downside risk, are calculated monthly by Frontier and will change from month to month depending upon factors, including market movements, over which Frontier has no control. They are only one factor among many considered in Frontier’s investment process. They are hypothetical in nature and are not intended as guarantees of future returns and should not be relied upon in making investment decisions. All information provided within refers to our model strategies and does not reflect the trading any actual individual account. The estimates and expectations do not consider the impact of advisory fees or transaction costs. Please see Frontier’s ADV Brochure for details on fees.
Frontier Asset Management is a registered investment adviser with the U.S. Securities and Exchange Commission; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Additional information about Frontier and its investment adviser representatives is available on the SEC’s website at www.adviserinfo.sec.gov.
Frontier provides model strategies to various investment advisory firms and does not manage those models on a discretionary basis. The performance and holdings of model strategies may vary from the strategies managed by Frontier.
Frontier’s ADV Brochure and Form CRS are available directly on our website www.frontierasset.com or by request, at no cost by contacting us at 307.673.5675 or info@frontierasset.com. They include important disclosures and should be read carefully.