Investment Management
Customizing efficient portfolios based on experience
Investment management is a critical component of the services provided by Frontier, playing a pivotal role in helping clients optimize and grow their financial assets. Wealth management encompasses a comprehensive approach to managing an individual’s or family’s financial well-being, and effective investment management is at its core. The primary objective is to help achieve long-term financial goals while mitigating risks and helping to ensure capital preservation.
Would you like experienced help to personalize your portfolio?
OUR PROCESS
Assessing what you need
Frontier employs a team of skilled professionals, including portfolio managers, financial analysts, and advisors, who work collaboratively to design and implement investment strategies tailored to each client’s different needs and objectives. The process typically begins with a thorough assessment of the client’s financial situation, risk tolerance, investment horizon, and specific goals. This information forms the basis for constructing a personalized investment portfolio.
THE LINE-UP
Mixing it up to help optimize returns
Diversification is a key principle in investment management, and Frontier strategically allocates assets across various investment classes, such as equities, fixed income, real estate, and alternative investments. This diversified approach aims to optimize returns while managing risk through exposure to different market conditions.
Portfolio managers continually monitor market trends, business valuations, economic indicators, and geopolitical events to make informed investment decisions and adjust portfolios as needed.
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MANAGING RISK
Keeping an eye on it all for you
Risk management is an integral part of the investment management process. Frontier employs sophisticated tools and models to assess and help mitigate risks associated with market volatility, interest rate fluctuations, and other factors that may impact investment performance. This involves implementing strategies such as hedging, asset allocation adjustments, and incorporating risk management techniques to help protect clients’ wealth.
In addition to active portfolio management, Frontier often provides ongoing financial planning and advisory services. This includes periodic reviews of clients’ financial goals, investment performance, and adjustments to the investment strategy as life circumstances evolve. Communication and transparency are crucial in maintaining a strong client-advisor relationship, and Frontier prioritizes keeping clients informed about market developments, portfolio performance, and any recommended adjustments to their financial plan.
Ultimately, investment management within Frontier is an adaptive process that seeks to optimize returns while managing risk and helping to align the client’s financial objectives. Through a combination of strategic planning, diversified portfolio construction, and active risk management, Frontier aims to help clients achieve long-term financial goals and secure their financial future.
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
This firm is not a CPA firm.
Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
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