Investment Solutions

INVESTMENT MANAGEMENT

Our investment solutions are designed to serve as a complete portfolio or as a core holding for a program already underway. Frontier can either buy and sell individual securities for you or assemble a comprehensive portfolio of investments that address different planning challenges. To meet an investor’s specific needs, Frontier offers a unique combination of in-house portfolio management for core U.S. equity and fixed-income securities and diligently researched outside managers for other sectors.

MOVE AHEAD, MANAGE RISK

At Frontier, we combine our strict valuation discipline with macroeconomic oversight to offer you access to a globally diverse mix of investments. Our process seeks to exploit market structure changes in search of improved risk-adjusted returns from a robust blend of securities and managed portfolios from across the globe. Frontier’s asset allocation approach focuses on capital preservation first, and is grounded in our deep-seated conviction that risk is defined by the price you pay for any asset.

INDEPENDENT INVESTMENT COMMITTEE

Offering an institutional level of investment expertise, each member of our three-person Investment Committee is responsible and accountable for specific strategies throughout the firm’s exacting decision-making process.

COMPOUND WEALTH REASONABLY

Multiple asset classes provide broad exposure to major investment categories. Multiple sectors allow for greater flexibility in making portfolio adjustments to suit current conditions. Multiple money managers in the form of third-party managers, mutual funds and ETFs offer an added measure of diversification.

“The underlying principles of sound investment should not alter from decade to decade, but the application of these principles must be adapted to significant changes in the financial mechanisms and climate.”
BENJAMIN GRAHAM