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Working with New Frontier

Accessing New Frontier Portfolio Solutions

New Frontier has specialized in portfolio optimization for more than two decades. Financial advisors, institutions, consultants, and family offices rely on our technology to help them provide customized portfolio solutions to their clients.

Financial Advisors

We offer a range of risk-managed portfolios as well as customized portfolios through New Frontier Direct, Turnkey Asset Management Programs (TAMPS), and RIA platforms.   

  • Available on TAMPs such as AssetMark and Envestnet

  • Available on Custodian Platforms such as Fidelity, Schwab, and Interactive Brokers

For detailed information on how to access New Frontier portfolios, please contact us directly. We look forward to partnering with you to provide exceptional investment solutions for your clients

 

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Individual Investors

Individuals can invest in our portfolios through a financial advisor. Your financial advisor can help you select the New Frontier investment portfolios that are most appropriate for your investment goals and risk preferences.

 


 

Institutions

We provide portfolio solutions to a variety of financial institutions, including endowments, foundations, retirement plans, and high net worth individuals. 

 

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License Our Technology

New Frontier offers licensing for our proprietary quantitative investment management technology, providing access to advanced tools for portfolio optimization, intelligent rebalancing, analysis, and management, enabling financial professionals to deliver well-defined investment solutions.

 

Explore Investment Technology

 


 

Connect With Us

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