You can see more when you’re on the leading edge
In our more than 20 years developing risk-managed, downside-first investment strategies, Frontier Asset Management has also developed our own way of viewing and evaluating the world around us. We share our knowledge and perspectives to help you make informed, well-rounded decisions for your clients and for your business.
Why active management is earning its keep
As indexes grow more concentrated in a handful of stocks, active managers like First Eagle Global are proving the value of true diversification.
Tracking Tax Plans for the 2024 Presidential Election
As the last couple of months of the U.S. presidential election season heats up, you may find yourself fielding questions from clients about the potential impact both candidates’ tax plans might have on their investment portfolios. After all, taxes affect most voters. If we’ve learned nothing else over the last several election cycles, it’s challenging to […]
Let’s talk authenticity: Why it’s a game changer for RIAs
In today’s world, filled with filters, poses, and curated versions of reality, there’s something refreshing about people who dare to be unapologetically themselves. We admire them, want them as friends, and instinctively trust them. These individuals prioritize self-acceptance over conformity, and are unafraid to follow their unique path, trusting their instincts and pursuing what comes […]
Six tips for RIAs seeking to deliver top-level service
RIAs and independent financial advisors are rightly focused on delivering the best-possible investment returns for their clients. Still, that is not always the key to client retention. Bad service or poor communications, not disappointing investment performance, is often a prime reason why clients leave their advisors. Even for those RIAs who feel confident they deliver […]
Are you an RIA not ready to retire your trading finger?
Outsourcing unenjoyable or unprofitable tasks is a great way for RIAs to free up time to focus on what they like doing most: spending time with clients. As independent firms, RIAs and their teams often wear many hats, and may be smaller businesses will less opportunity to have specialists fill certain roles. For example, the […]
How RIAs can ride the coming great wealth transfer wave
Here are eight smart ways to surf it Millennials constitute about a quarter of the U.S. population. While many of them already have significant wealth, they collectively will also be inheriting trillions of dollars from their Baby Boomer parents in the years and decades ahead. For financial RIAs to thrive, we think it’s essential to […]
Four succession planning tips that can help RIAs get started
Succession planning is a vital task for RIAs that is easy to postpone. While a recent survey by SmartAsset.com[1] found that a majority of financial advisors (64%) have a succession plan, a third of them do not. Perhaps even more surprisingly, 25% of advisors who are near retirement do not have a plan to transfer […]
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Notes
Past performance is no guarantee of future returns. Performance discussed represents total returns that include income, realized and unrealized gains and losses, but gross of advisory fees. 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 an s 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 may modify its process, opinions and assumptions at any time without notice as data is analyzed.
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 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 strategies managed by Frontier.
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’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.