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.
Six tips to deliver top-level service
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 advisors who feel confident they deliver exceptional service, there […]
November 2022 Capital Markets Perspective
The Federal Reserve’s efforts to cool the U.S. economy and achieve price stability have yet to bear fruit. After two consecutive quarters of negative annualized growth, the economy grew at an inflation-adjusted annual rate of 2.6% in the third quarter, which is above the 2.3% average over the last decade[1]. Further, most of the jobs-related […]
EP 18: Rezo Kanovich – Portfolio Manager, Artisan Non-U.S. Small-Mid Growth Strategy
Triumph! What an honor it was to host the famed international investor Rezo Kanovich from the Artisan International Small Mid Growth Strategy. Frontier has been a long-term investor with Rezo and Artisan, and I was shocked to have been able to interview such an icon of international investing.
We deconstruct the importance of security selection, the opportunities before us, the inefficiencies, and risk aspects of small stock investing. After listening to this, you might be left pondering, who would index this space?
Buckle up, ear bud up, or grab the dog and go for a walk. What a rare treat this interview is.
Tax-smart investing and defining the goal: 2022 Case Study
If it looks like a duck, swims like a duck and quacks like a duck, then it is likely a duck. Or is it? This expression came to mind during a conversation with an advisor this week when she asked the difference between tax-smart, tax-managed, tax-aware? In my mind, they are all the same: a […]
Market Briefing: Eight takeaways from the Fed meeting
I can’t help but think that all this Fed action is just so predictable. Why should the markets move at all if the Fed simply meets the expectations? I think it should be differences between consensus and the outcome that surprises investors and moves markets. No surprises from yesterday’s policy action. Fed Chairman Jerome Powell […]
When old rules break down, consider a new investing approach
For the past few years, we have been living in strange economic times. Case in point: It’s widely held that stock prices and bond prices are not correlated, meaning bonds can serve as the cornerstone of a hedge when stock prices waver and drop. In the past year, though, we have seen stock and bond […]
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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.