Frontier’s diverse team of financial advisors are focused on serving the current and future needs of high net worth families, family endowments, foundations and corporations. We also are committed to helping you achieve your goals, while uncovering opportunities along the way.
Frontier’s investment philosophy represents a holistic approach which incorporates an in-house, wealth management methodology and platform services powered by our sister company, GeoWealth. This patented, leading edge platform allows us to build and implement your portfolio more efficiently, while balancing your financial goals in accordance with your risk tolerance.
Following a few key steps, your dedicated team will help you uncover your overall personal investment landscape. First, we look at the big picture, and then:
We uncover opportunities.
Each Frontier team member focuses on an area of expertise. Backed by our collective experience, your team is able to design the best and, frequently, the most unique solution for your individual investment path.
We identify investment solutions: Our craft, your success.
We then create the appropriate investment vehicle combination to strengthen your overall portfolio. Our perfect alignment of focused, experienced and leading edge technology enables you to remain financially healthy in today’s dynamic economic environment. We utilize:
- Individual Securities
- Broad Based Index Funds
- Life Insurance
- Hedge Funds
- Private Equity Investments
- Alternative Investment Options
We establish allocation: Our greatest asset.
Asset allocation represents a comprehensive optimized process, adhering to Modern Portfolio Theory. Frontier implements optimization techniques based on individual goals, which are designed to develop allocations across various investment classes.
We define strategies based on research, not emotion.
Frontier advisors understand research is our most valuable investment. Therefore, we invest in it every day, with every client and every transaction. We apply empirical, fundamental quantitative research, in order to uncover the best risk adjusted and stock selection strategies for that extra bit of annual return.
We deliver results: Our customized process.
This process is not only consistent and rational, it works. While many short-term market fluctuations do occur, we are interested in helping you achieve long-term growth goals.
The Frontier Way:
- Launch Phase. In our initial meetings, we’ll get to know one another. You’ll meet your Frontier Team and learn about our various areas of expertise. We’ll listen, while assessing every aspect of your current financial portfolio. This discovery process lays the foundation of, what we hope, will be a long-term relationship. We’ll ask questions about your personal situation and all associated variables. We’ll identify your wants and needs, for today and tomorrow. We’ll share our investment philosophy and demonstrate our commitment to the highest level of personal attention and service. Finally, we’ll work together and easily complete account applications and documentation that prepare you for the next phase.
- Planning Phase. At this stage, financial and investment planning begins. Your team will work closely with you and your professional advisors to form a complete needs assessment, including creating specific strategies and investment solutions tailored to your needs. From there, our in-house insurance specialists will analyze your insurance profile and provide an estate-tax assessment.
- Monitoring and Tracking. Frontier is dedicated to effectively communicating your progress, by providing continual tracking plans and strategies. Such communication includes oversight, an annual review, periodic updates and points of contact, as well as newsletters and e-mail updates. We are committed to keeping you updated and will continually assess and alter your tracking plan, as necessary.
- Service. The cornerstone of our business is service. You will find we’re incredibly flexible and accessible, and we’ll treat you with honesty, respect and integrity. We appreciate your confidence in us, and we’ll continue working daily toward strengthening it.