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Sheridan, Wyoming (November 29, 2023) – Frontier Asset Management, a leading investment manager of downside risk-managed strategies, proudly announces that its Director of Strategies, Frank Pape, CFA, CPA, has been recognized as the winner of the ThinkAdvisors’ LUMINARIES Award in the “Thought Leadership & Education” category under Individuals Asset/Portfolio Management & Custodial Firms for 2023.

The LUMINARIES Awards are designed to spotlight individuals and firms that are reshaping the investment advisory industry in four key areas: Community Impact, Executive Leadership, Financial & Investment Innovation, and Thought Leadership & Education.

In the Thought Leadership & Education category, ThinkAdvisor’s esteemed judging panel sought out candidates who displayed an unwavering commitment to enhancing industry practices and elevating education for advisors and investors, all with a view to improving client outcomes in creative and effective ways.

Frank Pape stood out for his tireless efforts in educating advisors and investors about tax-smart investing. Pape’s dedication and leadership in transforming industry practices related to tax-managed investing have not gone unnoticed, earning him this high-profile award.

“We couldn’t be more proud of Frank’s achievement. His passion for educating both advisors and investors on tax-smart investing is unparalleled,” says Robert Miller, CEO of Frontier Asset Management. “This award is a testament to his commitment to improving industry practices and driving better outcomes for our clients. His work embodies our firm’s mission to provide the highest level of fiduciary care to our clients.”

The recognition comes after Frank authored Frontier’s Advisor Tax Conversation Guide in January 2023. This comprehensive guide serves as a resource for advisors to help them have more productive conversations with their clients and improve after-tax outcomes. Financial professionals interested in learning more about tax-smart investing or to get a copy of the Guide should visit: https://www2.frontierasset.com/tax_conversation_guide.

About Frontier Asset Management

Frontier Asset Management is an independent asset manager that supports and manages risk-managed strategies for the clients of financial advisors nationwide. Founded in 2000 and based in Sheridan, Wyoming, Frontier Asset Management is an investment industry innovator with expertise in investment manager due diligence, asset allocation, and investment strategy design and implementation. The company’s ‘Dynamic Downside Focus’ approach is focused on finding ways to minimize loss for investors while seeking out the best opportunities for growth. Visit https://frontierasset.com for more information.

About ThinkAdvisor’s LUMINARIES Awards

ThinkAdvisor’s LUMINARIES recognition program is judged by an editorial team chosen by ThinkAdvisor. Individuals, teams or organizations may be nominated and up to four entries per company may be submitted. Frontier did not pay a fee in connection with this entry. For more information, visit: https://event.thinkadvisor.com/luminaries-awards/criteria.

Media Contact:

Jenna Liese, Director of Marketing, Frontier Asset Management, jliese@frontierasset.com

Frontier does not provide tax advice. Please consult with a CPA for recommendations pertaining to individual circumstances.

Frontier Asset Management LLC is a Registered Investment Adviser with the Securities and Exchange Commission. The firm’s ADV Brochure and Form CRS are available at no charge by request at info@frontierasset.com or 307.673.5675 and are available on our website www.frontierasset.com. They include important disclosures and should be read carefully.

Sheridan, Wyoming (November 20, 2023) – Frontier Asset Management, known for its dynamic downside focus and independent approach to investment management, is thrilled to announce the launch of its Target Risk Unified Strategies on Envestnet | PMC’s Strategist Unified Managed Account (UMA) program. This innovative suite of unified managed accounts is specifically designed for advisors working with higher-net-worth (HNW) investors.

Frontier’s Target Risk Unified Strategies suite boasts eight different strategies, each tailored to one-year downside risk targets. Notably, four of these strategies are tax-managed for non-qualified accounts. Frontier’s approach to risk management is driven by the risk of loss rather than the traditional concept of risk.

“Our process is rooted in a different approach that sets us apart from most other strategists,” says Robert E. Miller, CFA, Chief Executive Officer of Frontier. “We believe investors feel the pain of loss more than the joy of gain, and our strategies reflect that belief. We focus on managing to pre-defined downside risk targets because it aligns with an investor’s most important risk metric – and that’s the loss of wealth.”

The new suite of strategies can be easily integrated into an advisor’s business. It offers investors an extensive range of portfolios for varying downside risk tolerances, all wrapped in PMC’s exclusive portfolio-overlay technology. This technology allows for the incorporation of additional tax management and impact investing preferences.

The suite of Target Risk Unified Strategies addresses investors’ growing desire for customized solutions. Frontier’s distinct position in the market, free from proprietary products, allows the firm to allocate across different product types and fund managers to create strategies they believe are unmatched in the industry.

A Unified Managed Account (UMA) is a single account that consolidates different investment vehicles, including Separate Accounts, Mutual Funds, and Exchange Traded Funds (ETFs). This type of account is an attractive offering for higher net-worth clients, offering transparency and the ability to apply personalized overlay services.

“Frontier’s commitment to crafting independent, downside risk-managed strategies that can be customized for investors is evident in our new Target Risk Unified Strategies suite,” says Frank Pape, CFA, CPA, Director of Strategies at Frontier. “Our unique focus on defining risk as risk of loss as opposed to standard deviation combined with our collaboration with Envestnet | PMC, sets us apart from our competitors and allows us to provide distinct, customizable solutions for higher-net-worth investors.”

Frontier’s new offering seeks to redefine the investment experience for advisors and their clients, staying true to its core belief: “Lose less to gain more.”

Past performance is no guarantee of future returns. Nothing presented herein is or is intended to constitute investment advice or recommendations to buy or sell any types of securities and no investment decision should be made based solely on information provided herein. There is a risk of loss from an investment in securities, including the risk of loss of principal. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for any investor’s financial situation or risk tolerance. Diversification and asset allocation do not ensure a profit or protect against a loss. All performance results should be considered in light of the market and economic conditions that prevailed at the time those results were generated. Before investing, consider investment objectives, risks, fees and expenses.

Frontier Asset Management LLC is a Registered Investment Adviser with the Securities and Exchange Commission. The firm’s ADV Brochure and Form CRS are available at no charge by request at info@frontierasset.com or 307.673.5675 and are available on our website www.frontierasset.com. They include important disclosures and should be read carefully.

Sheridan, Wyoming (June 30, 2023) – Frank Pape, CFA, CPA, Director of Strategies at Frontier Asset Management was named a finalist for ThinkAdvisors’ LUMINARIES Award in the “Thought Leadership & Education” category under Individuals Asset/Portfolio Management & Custodial Firms for 2023.

Now in its third year, the LUMINARIES Awards are intended to identify individuals and firms that are changing the investment advisory industry across four categories: Community Impact, Executive Leadership, Financial & Investment Innovation, and Thought Leadership & Education.

In the Thought Leadership & Education group, ThinkAdvisor’s judging panel screened award applicants for those “working to better understand, shape and improve industry practices, as well as those who strive to educate advisors and investors to improve client outcomes in creative and effective ways.” Frank has been selected as a finalist for his efforts to educate advisors and investors on tax-smart investing. Specifically, Frank is recognized for his passion, dedication, and leadership in transforming and improving industry practices related to tax-managed investing.

As a finalist, Frank will be featured on the pages of Investment Advisor Magazine and the LUMINARIES newsletter in August and September. There will also be a second round of judging to select “standouts” in each category—and those winners will be announced on November 28 at the LUMINARIES Awards Dinner and Gala in New York City.

To view the complete list of finalists, click here.

ThinkAdvisor’s LUMINARIES recognition program is judged by an editorial team chosen by ThinkAdvisor. Individuals, teams or organizations may be nominated and up to four entries per company may be submitted. Frontier did not pay a fee in connection with this entry. For more information, visit: https://event.thinkadvisor.com/luminaries-awards/criteria.

Sheridan, Wyoming (January 11, 2023) – Frontier Asset Management and 55ip announced today a partnership to incorporate 55ip’s personalized tax management technology into Frontier’s downside-risk managed ETF Strategies.

With this new partnership, financial advisors can easily and tax-efficiently transition clients into Frontier’s ETF Strategies using 55ip’s ActiveTax^SM Technology. The solution will help advisors provide ongoing, automated tax-loss harvesting, trading, rebalancing, and reporting. Having access to these automated processes will unburden advisors from time-consuming administrative tasks and allow them to efficiently scale their businesses.

“Frontier and 55ip partnering brings together an industry leader in downside, risk-managed strategies with innovative, automated tax management,” said Rob Miller, CFA, CEO of Frontier. “This is risk management powered by tax-smart technology, which is exactly what advisors need to build their businesses and focus on what matters most – engaging with clients.”

Because 55ip’s ActiveTax^SM  Technology is seamlessly overlaid onto Frontier’s ETF Strategies, advisors can move to risk-managed portfolios without feeling constrained by embedded capital gains.

“Facilitating efficiency and scale for asset managers and enterprises is core to our strategy of becoming the industry standard for automated, optimized tax outcomes,” said Sachin Shah, Chief Operating Officer for 55ip. “Our partnership with Frontier Asset Management is a great example of working with industry leaders to provide advisors solutions they need to stay in control of critical client-related decisions and the freedom to focus on the bigger picture.”

About Frontier Asset Management
Frontier Asset Management is an independent asset manager that supports and manages risk-managed strategies for the clients of financial advisors nationwide. Founded in 2000 and based in Sheridan, Wyoming, Frontier Asset Management is an investment industry innovator with expertise in investment manager due diligence, asset allocation and investment strategy design and implementation. The company’s ‘Downside First Focus’ approach is focused on finding ways to minimize loss for investors, while seeking out the best opportunities for growth. Frontier is dedicated to continuous improvement of its investment process as well as being independent from conventional thought. Frontier has offices in Denver and Atlanta and its strategies are available in all 50 U.S. states through select financial advisors and financial institutions. Strategies offered include Core, Tax-Managed, Faith-Based, ETF, and Specialty Strategies. Visit https://frontierasset.com for more information.

About 55ip
55ip is a financial technology company purpose-built to break down barriers to financial progress. Setting the industry standard for automated, personalized, and optimized tax outcomes, the 55ip platform delivers efficient implementation of the investment process to the financial services industry. Combined with leading trading and rebalancing capabilities, we offer a full-service solution that meets the unique needs of advisors. At the heart of 55ip’s seamless, intuitive user experience is 55ip’s ActiveTax^SM Technology, including elevated portfolio design and delivery, tax-smart transitions, management, and withdrawals, all helping advisors save time and achieve better outcomes for their clients. 55ip is a wholly owned subsidiary of J.P. Morgan Asset Management, the asset management business of JPMorgan Chase & Co. Visit 55-ip.com for more information.

Exclusive reliance on the information herein 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 Asset Management LLC is a Registered Investment Adviser. The firm’s ADV Brochure and Form CRS are available at no charge by request at info@frontierasset.com or 307.673.5675 and are available on our website www.frontierasset.com. They include important disclosures and should be read carefully.

Sheridan, Wyoming (Dec. 12, 2022) – Frontier Asset Management, an independent asset management firm, is honored to be a winner in the 20-49 employee category in the 2022 Best Places to Work in Money Management awards announced by Pensions & Investments today.

Presented by Pensions & Investments, the global news source of money management, the 11th annual survey and recognition program is dedicated to identifying and recognizing the best employers in the money management industry.

“For the second year in a row, we are honored that Frontier Asset Management has been awarded P&I’s Best Places to Work in Money Management award,” said Robert Miller, CFA, CEO at Frontier Asset Management. “A client-first mentality, coupled with the desire to deliver innovative investment solutions begins with our people. I’m thankful for our hardworking, dedicated team that embodies our core values of being authentic, passionate, trustworthy, visionary, compassionate and team oriented in their everyday work. They’re the reason behind our culture and the driving force of our success.”

Headquartered in Sheridan, Wyoming, Frontier isn’t your typical asset management firm. Frontier encourages a culture where people value freedom of thought and action and use them to do things right. Employees feel they’re part of a community – they care about their work, their colleagues and their clients.

“We’re like one big family. In a business that can be focused on numbers and minutia, we work hard to help our employees find meaning in their work, reminding them they’re not just working with numbers –they’re someone’s financial dreams and goals. It’s part of a conscious effort to give employees an opportunity to learn more about how their work fits into the bigger picture,” said Miller. “Everyone’s work matters and there is purpose in their work.”

Pensions & Investments partnered with Best Companies Group, a research firm specializing in identifying great places to work, to conduct a two-part survey process of employers and their employees.

The first part consisted of evaluating each nominated company’s workplace policies, practices, philosophy, systems and demographics. This part of the process was worth approximately 25% of the total evaluation. The second part consisted of an employee survey to measure the employee experience. This part of the process was worth approximately 75% of the total evaluation. The combined scores determined the top companies.

For a complete list of the 2022 Pensions & Investments’ Best Places to Work in Money Management winners and write-ups, go to www.pionline.com/BPTW2022.

About Frontier Asset Management
Frontier Asset Management is an independent asset manager that supports and manages risk-managed strategies for the clients of financial advisors nationwide. Founded in 2000 and based in Sheridan, Wyoming, Frontier Asset Management is an investment industry innovator with expertise in investment manager due diligence, asset allocation and investment strategy design and implementation. The company’s ‘Downside First Focus’ approach is focused on finding ways to minimize loss for investors, while seeking out the best opportunities for growth. Frontier is dedicated to continuous improvement of its investment process as well as being independent from conventional thought. Frontier has offices in Denver and Atlanta and its strategies are available in all 50 U.S. states through select financial advisors and financial institutions. Strategies offered include Core, Tax-Managed, Faith-Based, ETF, and Specialty Strategies.

Media Contact
Jenna Fiorito, Director of Marketing, Frontier Asset Management
307.673.567
jfiorito@frontierasset.com

About Pensions & Investments
Pensions & Investments, owned by Crain Communications Inc., is the 50-year-old global news source of money management. P&I is written for executives at defined benefit and defined contribution retirement plans, endowments, foundations, and sovereign wealth funds, as well as those at investment management and other investment-related firms. Pensions & Investments provides timely and incisive coverage of events affecting the money management and retirement businesses. Visit us at www.pionline.com.

Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted no fee was paid for consideration of any ranking or award.

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(Sheridan, WY – May 2022)

Frontier Asset Management, L.L.C., a leading asset management firm known for its innovative downside risk-managed strategies, has announced that they’ve expanded their Investment Committee with the addition of Clifford Stanton, CFA.

The Investment Committee has consisted of three voting members charged with determining all investment policies, setting the research agenda, and approving all trades: Gary A. Miller, CFA, Robert E. Miller, CFA, and Geremy van Arkel, CFA. “This structure has served us and our clients well. However, with growth comes opportunity. We now have the chance to broaden the team and add a valuable voice to complement the work already being done,” says Robert E. Miller, CFA, Chief Executive Officer.

Mr. Stanton has an impressive track record, bringing over 28 years of experience in investment banking, investment consulting and asset management. This includes asset allocation, portfolio construction, manager due diligence, risk management and product development. He joined Frontier in 2019 as the Director of Investments and oversees teams responsible for the key components of Frontier’s investment process. In addition, he supervises investment research and portfolio management.

Mr. Stanton is also a Chartered Financial Analyst® by the CFA Institute*. He has a postgraduate degree in Finance & Investments from University of Colorado Denver, and a Bachelor of Science in Finance from Miami University.

“We are excited to add Cliff to the Frontier Investment Committee,” says Miller. “By adding Cliff, who brings a wealth of knowledge from his experience at various investment firms, Frontier will have greater strength. While Cliff will bring valuable perspectives, our investment approach will remain consistent. Gary, Geremy and I will remain on the Investment Committee. This is one more step towards the goal of providing innovative, downside risk investment strategies to help investors reach their desired outcomes,” explains Miller.

About Frontier Asset Management, L.L.C.

Frontier Asset Management is an independent asset manager that supports and manages risk-managed strategies for the clients of financial advisors nationwide. Founded in 2000 and based in Sheridan, Wyoming, Frontier Asset Management is an investment industry innovator with expertise in investment manager due diligence, asset allocation and investment strategy design and implementation.  Frontier is dedicated to continuous improvement of its investment process as well as being independent from conventional thought. Frontier has offices in Denver and Atlanta and its strategies are available in all 50 U.S. states through select financial advisors and financial institutions. As of March 31, 2022, Frontier’s assets under advisement were $6.8 billion.

Firm hires industry veteran from Russell Investments to support its risk and tax-managed model strategy business

(Sheridan, WY – March 2022) Frontier Asset Management, L.L.C., a leading asset management firm known for its innovative downside risk-managed strategies, has hired Frank Pape, CFA, CPA to support its risk and tax-managed model strategy business and to be a voice of Frontier to advisors, investors, and the financial services industry.

Mr. Pape has joined Frontier Asset Management as a Director of Strategies. He has 25+ years of industry experience. Most recently he led the Portfolio Consulting Group and served as Senior Director, Consulting Services at Russell Investments, where he advised on portfolio strategies and capital market research to financial advisors and wealth management firms for Russell Investments’ mutual fund and model strategy business. In addition, Mr. Pape was one of Russell Investments’ thought leaders on tax-managed strategies.

“We’re excited that Frank has joined our team,” Robert E. Miller, CFA, Frontier’s Chief Executive Officer explained. “Frank is one of the industry’s foremost thought leaders on asset allocation, capital market insights, and tax-managed investing. He brings a successful track record of experience to our Strategist team and will be instrumental to our current and planned initiatives for innovation in risk- and tax-managed strategies.”

Frontier Asset Management has 22 years of experience in helping advisors and investors manage risk and maximize after-tax return through its investment strategies. The company’s ‘Downside First Focus’ approach is focused on finding ways to minimize loss for investors, while seeking out the best opportunities for growth. This approach is applied to its Tax-Managed Strategies, which are optimized for after-tax returns.

“There’s a common saying in the industry, “It’s not what you earn, but what you keep,” said Miller. “At Frontier, we know it’s both. Many well-known tax-managed approaches in the industry focus on minimizing distributions, which can skew their ability to factor in risk and return potential. We start with our focus on minimizing downside risk, and then optimize our Tax-Managed Strategies for after-tax returns. We believe it’s a better approach.”

In a recent survey of advisors conducted by Frontier, 79% of advisors responded that impending market volatility was one of their greatest concerns for clients in 2022. Another 25% of advisors said it was taxes. Moreover, 71% of advisors said tax-managed products will play an increasing role in their clients’ portfolios going forward. However, only 6% of advisors said 80-100% of their clients’ taxable accounts were tax managed, with 61% of advisors stating they manage for taxes in less than 40% of clients’ taxable accounts.

“Offering tax-managed strategies is a great way for advisors to differentiate themselves. We continue to see growing demand for risk and tax-managed strategies and we believe our strategies are uniquely positioned. Our combined approach of managing risk and taxes represents a massive opportunity for Frontier and the advisors who work with us,” said Miller. “Frank will be an incredible resource to Frontier and our advisor clients. He understands risk and taxes. His insights in these areas are impressive and he will be a key part of our strategic growth going forward.”

“I’m super excited to join Frontier as it takes major steps in its journey to become a leading player in risk- and tax-managed strategies,” said Frank Pape. “This is a great opportunity to be part of strong team where I look forward to helping advisors make informed choices on tax-smart strategies for their investors.  At Frontier, I look forward to being part of a process that looks to expand the investment toolkit in helping investors address the headwinds caused by both underappreciated investments risks and investment taxes.”

About Frontier Asset Management, L.L.C.

Frontier Asset Management is an independent asset manager that supports and manages risk-managed strategies for the clients of financial advisors nationwide. Founded in 2000 and based in Sheridan, Wyoming, Frontier Asset Management is an investment industry innovator with expertise in investment manager due diligence, asset allocation and investment strategy design and implementation.  Frontier is dedicated to continuous improvement of its investment process as well as being independent from conventional thought. Frontier has offices in Denver and Atlanta and its strategies are available in all 50 U.S. states through select financial advisors and financial institutions. As of December 31, 2021, Frontier’s assets under advisement were $7.2 billion.

Notes

Frontier does not provide tax advice. The survey cited is the Frontier Asset Management “2022 Advisor Survey” Questionnaire. Full details are available upon request at no cost.

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New York, NY (Dec. 13, 2021) – Frontier Asset Management, an independent investment strategist headquartered in Sheridan, Wyoming, is honored to be a winner in the 20-49 employee category in the 2021 Best Places to Work in Money Management awards announced by Pensions & Investments today.

Presented by Pensions & Investments, the global news source of money management, the 10th-annual survey and recognition program is dedicated to identifying and recognizing the best employers in the money management industry.

“We are truly honored that Frontier Asset Management has been awarded P&I’s Best Places to Work in Money Management award,” said Robert Miller, CFA, CEO at Frontier Asset Management. “Earning this award is a testament to our strong culture, community involvement and most importantly, our people – who work hard to take great care of our clients. Our headquarters in Sheridan, Wyoming still retains its frontier spirit and I am proud of our people who welcome better ways to get work done and value independence.”

Pensions & Investments partnered with Best Companies Group, a research firm specializing in identifying great places to work, to conduct a two-part survey process of employers and their employees.

The first part consisted of evaluating each nominated company’s workplace policies, practices, philosophy, systems and demographics. This part of the process was worth approximately 25% of the total evaluation. The second part consisted of an employee survey to measure the employee experience. This part of the process was worth approximately 75% of the total evaluation. The combined scores determined the top companies. To participate, a firm had to have at least 20 employees in the U.S., have at least $100 million of discretionary, institutional assets under management or advisement and be in business for at least one year. There were 100 winners recognized in 2021.

For a complete list of the 2021 Pensions & Investments’ Best Places to Work in Money Management winners and write-ups, go to www.pionline.com/BPTW2021.

About Frontier Asset Management

Founded in 2000, Frontier Asset Management is an independent investment strategist headquartered in Sheridan, Wyoming. With a belief that investors can “gain more by losing less”, Frontier’s goal is to deliver competitive returns with less downside risk. Frontier offers a full suite of diversified risk-managed strategies that are designed to satisfy the core portfolio needs of investors at defined downside risk target levels. Each strategy is dynamically managed and comprised of institutional non-proprietary mutual funds and/or ETFs that have been researched and selected by Frontier. As of September 30, 2021, the firm had approximately $7 billion in assets under advisement. For more information, visit frontierasset.com.

Media Contact

Jenna Fiorito, Director of Marketing, Frontier Asset Management
307.673.5675
jfiorito@frontierasset.com

About Pensions & Investments
Pensions & Investments, owned by Crain Communications Inc., is the 49-year-old global news source of money management. P&I is written for executives at defined benefit and defined contribution retirement plans, endowments, foundations, and sovereign wealth funds, as well as those at investment management and other investment-related firms. Pensions & Investments provides timely and incisive coverage of events affecting the money management and retirement businesses. Visit us at www.pionline.com

Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted no fee was paid for consideration of any ranking or award.

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(Sheridan, WY – December 2021) Frontier Asset Management, an independent investment strategist headquartered in Sheridan, Wyoming, is honored to have our Tax-Managed Global Opportunities strategy added to the SMArtX Select List.

The SMArtX Select List is a subset of strategies available on the SMArtX platform, which qualified for the list based on extensive due diligence lead by Pascal Roduit, SMArtX’s Chief Investment Strategist. The Select List consists of approximately 80 strategies, out of over 950 strategies available on the platform. “The four-step screening process focuses on: the ability to generate alpha over a peer group benchmark; positively skewed risk/return profile distribution; downside and tail-risk management, and consistency of returns.”[1]

Frontier’s Tax-Managed strategy suite, with many strategies boasting 20+ year track records, is designed to maximize risk-adjusted after-tax returns. With an intense focus on risk management and added value from active management, Frontier’s time-tested process applies a unique Tax-Management overlay which utilizes tax-efficient allocations, diversified bond positioning, after-tax fund optimization and tax-loss harvesting. By addressing cost basis and tax-efficient liquidity, these strategies are a good fit for taxable clients who plan to liquidate part of their portfolio to use in retirement.

While focused on risk management with a Downside First Focus approach, Frontier has strategies for clients in all risk categories ranging from Capital Preservation to Aggressive. For example, our strategy on the SMArtX Select List, the Frontier Tax-Managed Global Opportunities Strategy, is a global equity strategy that normally invests 85 to 100% in mutual funds representing a diversified mix of equity asset classes.

Aside from the Frontier Tax-Managed Global Opportunities strategy, Frontier offers a variety of strategies on the SMArtX platform, including:

• Six Globally Diversified Mutual Fund Strategies, asset allocation strategies that are designed to satisfy the core strategy needs of investors and aim to achieve the highest level of return for given levels of downside risk.
• Six exchange-traded fund (ETF) global asset allocation strategies, managed to ensure broad asset-class exposure with low cost.
• Six Tax-Managed Globally Diversified strategies, aiming to maximize after-tax return.

“While Frontier has been managing our strategies for 22 years, we are new to the SMArtX platform. Our team is excited to grow this relationship and work with new firms and advisors who are utilizing the SMArtX technology,” said Robert E. Miller, CFA, Chief Executive Officer at Frontier. “Every advisor has clients who are concerned with risk of loss, and Frontier believes our Downside First Focus approach combined with our unique tax-managed process is the best solution for risk-managed strategies.”

[1] SMArtX Advisory Solutions Expands OCIO Services with Publication of SMArtX Select Manager List | SmartX Advisory Solutions

Sheridan, WY – April 27, 2021 

Vistage, one of the world’s largest CEO coaching and peer advisory organizations for small and midsize businesses, announced Robert Miller, CFA is the recipient of the Vistage Impact Award. The progress of Vistage’s newest members is awe-inspiring. The Impact Award recognizes the remarkable development and achievement of trailblazing members with between one and three years’ tenure.

Impact Award winner Rob Miller is CEO of Frontier Asset Management, a Sheridan, WY firm that has seen significant growth in the past five years. Rob unified a siloed executive team, developed and instilled core company values while inspiring employees to reach their full potential.

“As an organization, we have focused on growth,” said Robert Miller, CFA, Frontier Asset Management, CEO. “As a leader, I do not want to lose sight of what is important – developing a team that works together while preserving the values of Frontier. I’m humbled that others can see the significance of protecting the culture we’ve worked so hard to develop.”

“Rob has really grown Frontier Asset over the last few years. It’s a modern-day success story,” said Rex Wiederspahn, Vistage Chair. “He has educated everyone in our Vistage Group about how financial markets work and how leadership philosophy can be a differentiator in your company/client’s success.”

For more information on Vistage, visit vistage.com.

About Vistage Worldwide, Inc.
Vistage is one of the world’s largest CEO coaching and peer advisory organizations for small and midsize businesses. For more than 60 years, we’ve been helping CEOs, business owners, and key executives solve their greatest challenges through confidential peer groups and one-to-one executive coaching sessions. Today, more than 23,000 members in 20 countries rely on Vistage to help make better decisions for their companies, families, and communities.

Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted no fee was paid for consideration of any ranking or award.

Fiorito creates new position with help of over 15 years of marketing experience

(Sheridan, WY – March 2021) Frontier Asset Management has hired Jenna Fiorito to lead its Marketing Team in a new role as Frontier’s Director of Marketing. Fiorito joins Frontier after over 15 years with Russell Investments. She is a proven leader in marketing, specifically in the Financial Services industry, and will bring a proactive and innovative vision to Frontier’s marketing efforts. Fiorito will be primarily responsible for supervising and mentoring the marketing team, as well as setting the strategic direction of the department. She will also oversee the implementation of projects and strengthen Frontier’s brand.

Fiorito’s experience both in the financial service industry and as a marketing professional make her an ideal person for the new position. Robert Miller, CFA, CEO at Frontier: “The Director of Marketing position will oversee all marketing functions and personnel while increasing Frontier’s market share. Jenna is the ideal fit for this position and comes to us with 16 years of industry experience. We are thrilled to welcome Jenna to our team.”

Fiorito earned her Bachelor of Business Administration Degree at Baylor University, Waco, TX.

She enjoys skiing, spending time on the lake, cooking, traveling with her family, and what she calls “attempting to golf.” Her favorite thing is watching her kids play soccer and basketball. Fiorito joins Frontier’s team working from her remote office in Lake Tapps, WA.

Frontier Asset Management, LLC founded in 2000 and based in Sheridan, Wyoming (1,939 miles from Wall Street), is an investment industry innovator with expertise in investment manager due diligence, asset allocation and investment strategy design and implementation.  Frontier is dedicated to continuous improvement of its investment process as well as being independent from conventional thought. Frontier has offices in Denver and Atlanta and its strategies are available in all 50 U.S. states through select financial advisors and financial institutions.

Wright & Toyran each bring Frontier over a decade of industry experience

(Sheridan, WY – March 2021) Frontier Asset Management has hired Paul Wright, CFA, and Ali Toyran as Portfolio Strategists. The two will be joining Frontier’s Investment Department, and will be primarily responsible for capital markets research, portfolio construction, and risk management. They will also work to advance the optimization processes and tools used in portfolio management and will assist with manager due diligence efforts.

Wright and Toyran each bring a wealth of quantitative finance experience to Frontier. Cliff Stanton, CFA,  Director of Investments, says, “We are thrilled to be able to add the level of talent that Paul and Ali bring to our team. Both are well versed in quantitative investment techniques in general, and in risk management in particular. For a quant-oriented firm with a Downside First Focus like Frontier, their backgrounds are ideally matched to our needs and our investment approach. Importantly, our clients will benefit from the continued build-out of our investment team.”

Paul Wright earned his BA in Finance at Michigan State University and his MS in Computer Science at Drexel University. He is a CFA^® Charterholder and has spent his career in various analyst, strategist, and trader roles with Lincoln Financial Group and Macquarie Investment Management. Wright and his family will relocate to Denver from Grand Rapids, MI. An avid skier and climber, Wright is thrilled about the outdoor activities in his new hometown.

Ali Toyran earned his BS in Operations Research and Engineering at Cornell University, where he also completed his Master’s in Financial Engineering and earned a certification in Machine Learning. Toyran worked for Morgan Stanley for eight years in quantitative risk management before joining CLS Bank, where he has been a macro and credit modeling specialist for the past two years. Ali and his wife have already completed the move from Manhattan, NY to Denver. Toyran is excited about opportunities to pursue his hiking, photography, and aviation interests in Colorado.

More information about both Wright and Toyran is available on Frontier’s website.

Frontier Asset Management, LLC founded in 2000 and based in Sheridan, Wyoming (1,939 miles from Wall Street), is an investment industry innovator with expertise in investment manager due diligence, asset allocation, and investment strategy design and implementation. Frontier is dedicated to continuous improvement of its investment process as well as being independent from conventional thought. Frontier has offices in Denver and Atlanta and its strategies are available in all 50 U.S. states through select financial advisors and financial institutions.

(Sheridan, WY – January 7, 2021) Frontier Asset Management, a leading investment manager known for its innovative asset management process and exceptional service, has introduced 26 investment strategies to Orion Advisor Solutions.

Frontier was excited to celebrate its 20th anniversary earlier this year. Several of Frontier’s strategies available through Orion’s model marketplace, Communities, and its turnkey asset management program, Orion Portfolio Solutions, have a 20-year track record managed by the current team of portfolio managers.

Frontier’s product suites now on Orion platforms include:

• Seven Globally Diversified Mutual Fund Strategies, asset allocation strategies that are designed to satisfy the core strategy needs of investors and aim to achieve the highest level of return for given levels of downside risk.
• Three Alternative Mutual Fund Strategies, which target downside risk through unconstrained asset allocation.
• Six exchange-traded fund (ETF) global asset allocation strategies, managed to ensure broad asset-class exposure with low cost.
• 10 tax-managed versions of the Globally Diversified and Alternative Mutual Fund Strategies. Frontier’s tax-management overlay aims to maximize after-tax returns through tax-efficient allocations, after-tax fund optimization, diversified bond positioning and tax-loss harvesting.

“Our investment team has created a great series of strategies to meet the specific financial objectives of our clients,” said CEO Robert E. Miller, CFA. “We’re pleased to now have our strategies available on Orion platforms where people can review our investment process that is focused on downside risk management.”

Frontier believes in providing clients with effective risk management and a more consistent long-term return experience. Achieving this goal requires an independent and experienced management team, a proven investment process and continuous innovation.

Frontier’s Downside First Focus is the foundational philosophy that guides its forward-looking investment process. The Frontier strategies are designed to achieve the highest level of return for a given level of downside risk. Frontier quantifies long-term expected returns, downside exposures, and correlations for 16 asset classes to dynamically adjust the strategies’ asset allocations.

Its Manager Match process identifies fund managers whose investment styles add value and are likely to achieve consistent relative outperformance. Because market conditions may change, Frontier adds value by rerunning its entire process at least every month.

Frontier Asset Management, LLC, founded in 2000 and based in Sheridan, Wyoming (1,939 miles from Wall Street), is an investment industry innovator with expertise in investment manager due diligence, asset allocation and investment strategy design and implementation.  Frontier is dedicated to continuous improvement of its investment process as well as being independent from conventional thought. Frontier has offices in Denver and Atlanta and its strategies are available in all 50 U.S. states through select financial advisors and financial institutions.

About Orion Advisor Solutions

Orion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, and CLS Investments, create a complete yet modular offering that empowers firms to seamlessly attract new clients; connect goals more meaningfully to investment strategies and outcomes; and ultimately track progress toward each investor’s unique definition of financial success. As of November 30, 2020, Orion supports more than 2,100 advisory firms with approximately $1.4 trillion in assets under administration and an additional $47 billion of combined platform assets (Orion Portfolio Solutions and Brinker Capital) on the open architecture TAMP, making Orion the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses. Learn more at www.orion.com.

Sheridan, Wyo., Firm Receives Strategist of Year Award For Second Time

(Sheridan, WY – May 8, 2019) Frontier Asset Management has been named overall 2019 Manager of the Year and Strategist of the Year for a second time by Envestnet and Investment Advisor Magazine.

Frontier earned top honors as 2019 Strategist of the Year, an award it also earned in 2015.  The firm was then selected as the overall Manager of the Year from among seven category winners. Envestnet said its awards are “an elite honor given to firms that exemplify investment management excellence.”

“The Strategist of the Year award was a new category for the SMA awards in 2015, and we were honored to win the first award given in this category,” said Managing Principal Robert E. Miller, CFA. “Now four years later, we are the first strategist to win the category twice. It is a strong testament to Frontier’s consistent approach to managing investment strategies,” Miller said.

Envestnet said the honorees were “chosen from a highly competitive field.” The top asset managers received their awards at the 15^th annual Envestnet | PMC & Investment Advisor Asset Manager Awards ceremony during the Envestnet Advisor Summit in Austin, Texas, May 1-2.

MORE INVESTMENT INDUSTRY HONORS

Miller said he was not surprised that the firm, headquartered in Sheridan, Wyo., continues to earn national honors for its asset management process and service.

“Frontier continued its steady track-record in 2018 and our Downside First Focus helped our strategies fare well throughout a volatile fourth quarter,” he said. “As a boutique firm in Wyoming with less market presence than some of the other nominees, we were a little surprised by the overall award.”

“I attribute our success to the outstanding team at Frontier and our investment process,” Miller said. “The investment team has created a great series of strategies while the advisor support team provides exceptional, personalized service to our financial advisors by being very responsive to meeting their needs.”

ENVESTNET REVIEWED HUNDREDS OF ASSET MANAGERS FOR AWARDS

Envestnet said winners and finalists for the awards were chosen from hundreds of top performers for each class. Its analysts research and evaluate managers using a proprietary and multifactor evaluation methodology that several metrics: performance, firm profile, customer service, investment process and style, composite, tax efficiency and other quantitative and qualitative criteria.

“We extend our congratulations to Frontier and the other winners who are truly raising the bar for managers in their respective categories,” said Tim Clift, Chief Investment Strategist of Envestnet | PMC, Envestnet’s Portfolio Management Consultants group. “The strategies and products from this year’s award winners exemplify sound, forward-looking investment management, particularly in the volatile market we’ve seen, and they further demonstrate that active management shines.”

Envestnet said that firms eligible for a Manager and Strategist of the Year Award must have at least $200 million in assets, be available on the Envestnet platform and accept new investors. A minimum three-year tenure is also required by the lead manager.

The award recipients will be featured in the July 2019 issue of Investment Advisor magazine.

Frontier Asset Management, LLC, founded in 2000 and based in Sheridan, Wyoming (1,939 miles from Wall Street), is an investment industry innovator with expertise in investment manager due diligence, asset allocation and investment strategy design and implementation.  Frontier is dedicated to continuous innovation of its investment process as well as being independent from conventional thought. Frontier has offices in Denver and Atlanta and its strategies are available in all 50 U.S. states through select financial advisors and financial institutions.

Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted no fee was paid for consideration of any ranking or award.