BOSTON--(BUSINESS WIRE)--New Frontier Advisors, LLC, a pioneer in investment management, announces two significant milestones: its 25th anniversary and 20 years of groundbreaking ETF investment strategies.
Twenty years ago, New Frontier brought institutional expertise to the broad market when it launched two innovative investment strategies that have stood the test of time:
2. Tax-Sensitive ETF Portfolios
Each strategy features six risk-targeted portfolios, providing clients with tailored investment solutions to meet their unique financial goals and risk tolerances.
Optimizing for More Reliable Outcomes
Through technology provided to institutions as well as our own investments, New Frontier's approach to portfolio management is unique in the industry. Unlike traditional investment management, New Frontier optimizes the whole portfolio by dynamically adjusting both asset allocation and underlying holdings. This market-adaptive approach is powered by proprietary optimization and rebalancing technologies based on four earned patents.
"Our 25-year journey builds on our legacy of research while promoting financial ideas that work," said Richard Michaud, PhD, CEO of New Frontier. "Our ETF strategies are consistent with our research and technological innovations, creating a new foundation for asset management."
New Frontier's approach is built to deliver investment value to its clients.
1. Michaud Optimization™: New Frontier is recognized for inventing a uniquely effective form of portfolio optimization that addresses the uncertainty inherent in markets to create well-defined, market-adaptive portfolios tailored to investor goals.
2. Daily Portfolio Monitoring: Our technology alerts us when it is time to rebalance.
3. Intelligent Rebalancing™: Our rebalancing test enhances investment value by trading only when statistically likely to benefit investors.
4. Tax-Smart Portfolio Optimization: We choose tax-efficient, low-cost ETFs and optimize their unique features to maximize expected after-tax wealth.
5. Best-in-Class ETFs: As an independent asset manager and pioneer in ETF portfolio construction, we choose the most suitable ETFs, regardless of fund family.
A Legacy of Research and Innovation
New Frontier's solutions are based on extensive and ongoing research into sound financial principles and insights. The company's robust research program includes books, monographs, refereed journal articles, and professional and academic presentations.
"ETF models are ubiquitous now, but 20 years ago there was nothing like our model portfolios. Our 20-year track record reflects our ongoing commitment to maximize the probability of investors achieving their financial goals," added Robert Michaud, Chief Investment Officer at New Frontier. "Our approach aims to consistently manage risk, adapt to evolving markets, and seek stronger risk-adjusted returns compared to traditional approaches. 20 years later, we’re still improving our models."
Looking to the Future
New Frontier remains committed to providing well-defined, risk-managed portfolios tailored to client investment goals, aiming to produce smoother, more reliable long-term outcomes.
About New Frontier Advisors
New Frontier is an independent institutional research and investment technology firm founded in 1999, specializing in portfolio optimization and asset management technologies. New Frontier is renowned for its proprietary Michaud Optimization™ and Intelligent Rebalancing™ processes. The firm delivers customized, risk-managed portfolios that aim to provide smoother, more reliable investment outcomes. As a pioneer in ETF strategy, New Frontier has 20 years of experience optimizing ETF portfolios for institutional investors and financial advisors. With a commitment to fiduciary responsibility, the firm serves over 3,000 financial advisors and has published more than 60 academic and professional articles. Leveraging cutting-edge research and technology, New Frontier is dedicated to helping clients achieve their distinct investment goals.
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