Our values and unique approach set us apart.
Our headquarters town of Sheridan, Wyoming still retains its frontier spirit. People here welcome better ways to get work done and value independence. That makes it the perfect home for Frontier Asset Management, where we have the perspective and space to live by our unique process – giving the financial advisors and firms who work with us a powerful partner.
The Frontier approach to asset management
Downside First Focus
All our strategies are carefully calibrated to seek to reduce downside risk and give advisors – and investors – the confidence to pursue their investment goals.
We research and select non-proprietary fund managers who we believe will consistently outperform, then bring their funds together in unique combinations.
We review the strategies’ allocations and fund managers every month, continuously tuning and adjusting as we seek to achieve optimal performance.
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.
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Frontier supports advisors with tools and guides.
- Client Conversation Guides
- Practice Guides
- In-Depth Webinars
Strategy Management Process. Each Frontier strategy consists of carefully selected investment products that are combined in an effort to achieve the Performance Objectives of the strategy. Strategies are managed using a four-step process. First, 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 mutual funds that we believe can add value over time. Finally, we test thousands of combinations of mutual funds 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 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.
The “Downside Risk Target” is the lowest return Frontier would expect to encounter over the next 12-months if all the monthly returns fell within 1.645 deviations (95% statistically confident range) of the expected real return. Real return represents the annual percentage return realized on an investment, which is adjusted for changes in prices due to inflation or other external factors.
The “Downside Success Rate vs Downside Risk Target” is the percent of time from the inception of the strategy that the rolling 1-year returns were above our downside risk target. The objective is to be above 95% of the time. It is calculated by taking the composite return, before fees, and determining whether it was above or below that 1-year downside risk target, then taking the average.
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 firstname.lastname@example.org. They include important disclosures and should be read carefully.