Why advisors choose Frontier Blueprint
Risk-aware design
Portfolios are designed around each investor’s specific risk considerations, goals, and constraints — helping keep investment decisions aligned over time.
Independent perspective
Frontier selects from a broad universe of third-party investment managers and products to reflect each investor’s needs.
Tax-aware implementation
With more than 25 years of experience, Frontier incorporates tax considerations into portfolio design, transitions, and ongoing management.
Portfolio design support
Advisors work directly with Frontier’s strategist team throughout portfolio design, implementation, and ongoing oversight.
How Frontier Blueprint works
A structured process designed to help advisors deliver customized portfolio solutions with clarity, discipline, and ongoing support.
Initial questionnaire
Every engagement begins with understanding the investor’s current portfolio, goals, constraints, preferences, risk considerations, and time horizon.
Consultation & design
Frontier’s strategist team works with the advisor to design a portfolio based on a downside risk target or static asset allocation.
Tax-aware implementation
For taxable accounts, Frontier evaluates the tax impact of transitioning into a custom portfolio and may use a gradual implementation approach.
Ongoing management
Portfolios are monitored and reviewed as markets, tax considerations, and investor circumstances evolve over time.
Access Frontier Blueprint
Blueprint resources and the intake questionnaire are available to registered financial professionals. Login to your account or create one to complete the Blueprint questionnaire.
- Submit the Blueprint intake questionnaire
- Request custom portfolio design support
- Access advisor-only Blueprint resources
Frequently Asked Questions
What is Frontier Blueprint?
Frontier Blueprint is a customized portfolio design offering for investors whose goals, constraints, or risk considerations extend beyond a standard portfolio.
Who is Blueprint designed for?
Blueprint is designed for complex client situations involving tax considerations, existing holdings, income needs, personal preferences, portfolio constraints, or customized risk requirements
How are Blueprint portfolios designed?
Each portfolio is designed through consultation with Frontier’s strategist team and may be based on a Frontier downside risk target or an advisor-provided static asset allocation.
What investment vehicles may be used?
Blueprint portfolios may incorporate separately managed accounts, mutual funds, ETFs, and customized overlays based on the investor’s specific needs.
What does tax-aware implementation mean?
For taxable accounts, Frontier evaluates the tax implications of transitioning into a custom portfolio and may use a gradual implementation approach to help manage capital gains and support after-tax outcomes.
How are Blueprint portfolios monitored?
Blueprint portfolios are monitored and reviewed as markets change, tax considerations evolve, and investor circumstances change over time.
Frontier Blueprint is available to financial professionals and qualified investors through Frontier Asset Management, LLC. Customized portfolio recommendations are developed based on information provided by the advisor and/or client and are subject to review and approval by Frontier.
All investing involves risk, including the possible loss of principal. Customized portfolios and tax-aware implementation strategies do not guarantee profit, prevent losses, or ensure that investment objectives will be achieved.
Tax-aware implementation considerations are intended to support portfolio management decisions and should not be construed as tax or legal advice. Investors should consult their tax and legal professionals regarding their specific circumstances.
Investment strategies, allocations, and implementation approaches may vary based on account size, restrictions, objectives, liquidity needs, existing holdings, and other factors. Minimum account sizes and eligibility requirements may apply.