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Frontier Named 2015 Strategist of the Year

Frontier Asset Management was named the 2015 SMA Strategist of the Year by Investment Advisor magazine and Envestnet | PMC. See us profiled in the July 2015 issue.

Frontier Managing Principal, Robert Miller, CFA remarked:

“Frontier is proud and honored to have been chosen from among more than 90 competing firms. We would like to thank Investment Advisor magazine and Envestnet | PMC for selecting us to receive this prestigious award.”

Envestnet | PMC commented:

“Frontier Asset Management has one of the longest performance track records in the third-party space, dating back to 1999. Frontier offers a dynamic set of portfolios that are globally diversified, multi-asset risk-balanced portfolios as well as a subset of unique multi-alternative portfolios. Their portfolios have produced attractive and consistent out-performance.”

Founding Principal, Gary A. Miller, CFA, accepted the award at the 2015 Envestnet Advisor Summit held earlier this month.

Download a printable pdf.

Frontier Asset Management was awarded the SMA Manager of the Year for the Strategist category. This is the 11th annual award ceremony and the first year for the strategist category. In 2015 there were 108 strategists considered for this award. Envestnet | PMC presented 10 SMA Manager of the Year awards. The categories were Large Cap US Equity, Small and Mid-Cap US Equity, International or Global Equity, Fixed Income, Strategist, Impact, Specialty, and Overall Manager of the Year. Each category has one winner, with the exception of Large Cap US Equity and Small and Mid-Cap US Equity, which has 2 winners. Frontier Asset Management was only considered in the strategist category and this was the first year they were considered.

The award was based on composite performance and not representative of the performance of any single client. Each individual client experience was dependent on a number of factors and it should not be assumed that the receipt of this award implies or is representative of any client experience or approval of Frontier. Additionally, there is no assurance that favorable performance will be experienced in the future. Frontier’s portfolios underperformed their benchmarks over several time periods. Full composite performance information is available upon request.

The award finalists and winners were chosen using the systematic, proprietary, and multi-factor evaluation methodology developed by Envestnet | PMC’s Premium Research Solutions, a leading source of investment manager due diligence and research applications for advisors. Its evaluation framework considers performance, firm profile, customer service, investment process and style, composite, tax efficiency, and other quantitative and qualitative criteria.

Frontier Asset Management was eligible for this award since their portfolios are reported through PMC’s PrimaGuide research application, they manage more than $200 million in assets, and their management team has more than 3 years of experience. Frontier Asset Management did not pay a fee to be included in the SMA awards.

Past performance is no guarantee of future returns. An investment in Frontier Asset Management portfolios involves the risk of loss as well as the potential for gain.

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