The New Frontier Advantage

Innovative Optimization. Client-Focused Portfolios.

New Frontier is universally recognized for inventing a unique, patented form of portfolio optimization. Our portfolios are built to adapt to uncertainty and respond to relevant market shifts. This allows for a greater likelihood of achieving the investment objective and a smoother investment journey over the long term.

Optimization Offers the Potential for Higher Returns with Lower Risk

The efficient frontier identifies the optimal portfolio allocation that maximizes returns for a given level of risk while the unoptimized portfolios may result in lost opportunity for an investor.

Learn More About New Frontier Innovations

Patented, Proven Optimization

Michaud OptimizationTM builds customized portfolios designed to address market uncertainty. Our portfolios are more
highly diversified and more closely aligned to client investment objectives than unoptimized portfolios.              

New Frontier portfolios adjust their stock/bond allocations and holdings based on the investor’s risk profile.

New Frontier Portfolio Construction

New Frontier optimizes the
whole portfolio for the investor’s
goals — portfolios adjust their
stock/bond allocations and their
holding based on the investor’s
risk profile.

Conservative portfolios hold
lower risk, defensive asset
classes. Moderate portfolios
hold an asset class mix of stocks
and bonds positioned to pursue
higher returns.

New Frontier portfolios adjust their stock/bond allocations and holdings based on the investor’s risk profile.

Traditional Portfolio Construction

In traditional, unoptimized
portfolios, risk is adjusted by
changing the stock/bond
allocations, while the underlying
securities remain static.

Conservative and moderate
investors hold the same types of
stocks and bonds, regardless of
their investment objectives.

The New Frontier Advantage

We optimize portfolios using patented technology that has been mathematically proven to enhance investment value. Our approach has been time-tested by a variety of institutions and portfolios to optimize asset allocation and ensure that all information is quantitatively applied for diverse scenarios, positioning our clients for a full range of potential outcomes. 

Our investment technology monitors portfolios daily for risk management and alerts us when signals meaningfully indicate that it may be time to rebalance. 

Our patented need-to-trade rebalancing test enhances investment value by trading only when statistically likely to benefit investors.

We choose tax-efficient, low-cost ETFs and optimize their unique features to maximize expected after-tax wealth accumulation. Our trade and rebalancing decisions are structured to minimize taxes, including offsetting gains with losses, and favoring long-term capital gains over short-term capital gains. 

As an independent ETF manager, we choose the most suitable ETFs for meeting investor goals from all ETF producers. The ETFs we select have been carefully analyzed for risk characteristics, liquidity, maturity, diversification, and cost.

Our 20-year, unbroken track record is a testament to New Frontier’s ability to consistently deliver stronger risk-adjusted returns and smoother long-term performance than traditional approaches. 

Explore Our Approach

Explore the New Frontier Difference

Investment Process

Investment Strategies

Research

Insights

Connect With Us

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

Connect Today