Don’t be satisfied with generic strategies. Your clients aren’t.
Your clients expect more from a financial advisor than ever before. How can you deliver it by offering the same advice as everyone else? Frontier is a different kind of asset manager, with strategies for advisors who want to break away from the herd. With a Dynamic Downside Focus, an independent approach with all non-proprietary funds, and strategies tailored to investor needs, we help you stand out – and rise above.
The Frontier approach to asset management
Dynamic Downside Focus
We dynamically manage our strategies to seek to reduce downside risk and give advisors – and investors – the confidence to pursue their investment goals.
Part art and part science, we draw on the knowledge and experience of our people to research and identify the best fund managers, as well as our proprietary technology to find the 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.
August was a rough month for capital markets, with the threat of an automotive strike looming and increasing tensions with China keeping investors on edge. But there are always things to worry about, and for now…the U.S. economy is in solid shape.
For the 12 years following the Great Financial Crisis, money market yields remained close to 0%, and bond yields were consequently repressed. It was hard to see their investment return value when bond yields were close to 2% to 5%. Many investors, therefore, treated bond positioning as a hedge, focusing only on high-quality/low-yield bonds that […]
Recession, recession, recession, the fight song of the past year. Yet, no recession is in sight. For the second quarter, GDP (Gross Domestic Product) just surprised on the upside again. Concurrently, the Fed just hiked interest rates once more, to a policy rate of 5.25% to 5.5%. However, the economy is better off by many […]
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.
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.