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About New Frontier

Optimizing for More Reliable Outcomes

How It Started

New Frontier’s roots trace back to co-founders Richard and Robert Michaud, a father-son collaboration. In 1998, they challenged conventional investment wisdom and theory, publishing Efficient Asset Management: A Practical Guide to Stock Portfolio Optimization and Asset Allocation (Harvard University Press, 1998, 2nd ed. Oxford University Press, 2008).

The book exposed asset management’s limitations and proposed a groundbreaking approach to portfolio optimization. Their research garnered attention from the top academics in finance, including Harry Markowitz. The following year, the Michauds patented Michaud OptimizationTM and founded New Frontier.

Today, our dedication to scientific, data-driven investing and continuous improvement fuels our passion for creating new tools and pushing the boundaries of finance. We have been awarded three more patents for innovation in rebalancing technologies and are one of the original global risk-managed core ETF investment managers.

With a 20-year unbroken track record of delivering reliable ETF portfolio solutions, we excel in portfolio optimization, intelligent rebalancing, ETF due diligence, and tax-advantaged optimization.

By The Numbers

1999

Firm Inception

4

Patents for portfolio optimization & rebalancing

60+

Journaled articles & publications

20

Years managing ETF portfolios

3600+

Clients

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Learn more about how we work with financial advisors and institutions to deliver client-focused outcomes.