Transform your practice with Target Risk Unified Strategies

To stay competitive in the evolving wealth management industry, you must meet clients’ growing demand for customized solutions. But how can you meet these demands and still focus on growing your business? Introducing Frontier’s Target Risk Unified Strategies – turnkey solutions available on Envestnet’s Strategist UMA program.

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The future of your business is in your hands

UMA model strategies can enhance your client offering and transform your practice. The strategies are designed to help you:

  • Attract and retain higher-net-worth investors
  • Create more customized portfolios
  • Streamline operations and grow
  • Manage downside risk
  • Maximize after-tax wealth
  • Access independent money managers
  • And more…

Efficiently uniting a world of investment opportunities for success

Downside risk management

Downside risk management

Frontier applies its Dynamic Downside Focus to every strategy to seek to minimize the risk of loss for your clients.

All non-proprietary investments

All non-proprietary investments

We have no internal products to push. Our FundFusion approach seems to find the best investment managers others miss.

Made in Wyoming

Made in Wyoming

Our headquarters town might not be the place you’d expect to find an asset management firm, but we think it’s just the right place to focus on doing great work.

Tap into the knowledge of our strategist team

For accounts greater than $500,000, our CFA strategist team are available for quarterly strategy reviews, market updates and end investor updates (as requested).​

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Notes

Strategy Management Process. Each Frontier strategy consists of carefully selected investment products that are combined in an effort to achieve the Investment Objective of the strategy. Strategies are managed using the following process. First, we establish a long-term asset allocation mix that we call the “Target Long-Term Allocation”. Periodically we adjust the Target Long-Term Allocation based on our changing expectations about the future risk and return characteristics of various asset classes to create the “Target Current Allocation”.  Next, we develop an “approved list” of investment products that we believe can add value over time. Finally, we test thousands of combinations of investment products from our approved list to find the combination that we believe is most likely to perform better than the Target Current Allocation. Over time the investment products in the strategy will most likely change.

Risk management processes seek to mitigate risk but do not imply low risk.

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 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 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 the strategies managed by Frontier.

Frontier’s ADV Brochure and Form CRS are available directly on our website www.frontierasset.com or by request, at no cost by contacting us at 307.673.5675 or info@frontierasset.com. They include important disclosures and should be read carefully.