Optimized Portfolios with Best-In-Class ETFs
New Frontier is an independent firm that constructs its portfolios using best-in-class ETFs. All our model portfolios use New Frontier’s multi-patented optimization process to build market-adaptive, risk-managed portfolios that align with a wide range of investors' investment objectives.
Why Model Portfolios?
As a financial advisor, time is your most valuable asset. Using model portfolios can help you spend more time servicing clients and building your business while providing expertly designed and tailored investment portfolios for your clients' needs.
Benefits of Using Model Portfolios
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Offer professional management supported by in-depth research and ongoing oversight
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Provide a consistent, structured approach to investment management
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Spend more time servicing clients
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Increase scale by serving more clients with greater efficiency
NEARLY
8 OUT OF 10
advisors use models in their practices to some extent.1
3 OUT OF 4
advisors say models improve their service and allow more time to build their practices.2
83%
of financial advisors wished they had outsourced sooner.3
Why New Frontier?
New Frontier ETF model portfolios offer a disciplined, objective approach to help your clients pursue a broad range of investment objectives.
Our patented processes add significant value through our portfolio optimization and rebalancing techniques. Each portfolio is risk-managed and continually monitored to ensure that rebalancing occurs in an efficient and timely manner. The result is ETF model portfolios designed to deliver smoother, more reliable outcomes that closely align with client objectives.
Partner with a fiduciary that offers 20 years of reliable services to financial advisors. Gain confidence in your investment partner and focus on your business.
The New Frontier Difference
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Patented, proven optimization process
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24/7 monitoring for portfolio health
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Intelligent portfolio rebalancing
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Invests with cost-efficient, best-in-class ETFs
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Managed to mitigate risk
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Adaptive investment process continually integrates new information
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No hidden fees or proprietary products
Choose the Portfolio That’s Right for You
Each of our ETF model portfolios is available in a range of risk levels so that you and your client can select the most suitable portfolio for their risk tolerance and investment goals.
MODEL PORTFOLIOS
Explore Model Portfolios
1. “Impact of Outsourcing” white paper, AssetMark, 2022.
2. SS&C Research, Analytics, and Consulting Advisor Insights Survey on Model Portfolio Support, 2021.
3. SS&C survey: This report focused on “What Financial Advisors Expect from Model Portfolio Providers,” and is based on analysis of survey responses from 414 financial advisors representing every advisor business model across the AUM spectrum as of December 2021.
Financial instruments discussed here may not be suitable for all investors. Before investing in any investment portfolio, the Client and Financial Advisor should carefully consider the client’s investment objectives, time horizon, risk tolerance, and fees. The Financial Advisor assumes full responsibility for determining the suitability and fitness of each portfolio for their clients. Diversification may not protect against market risk. There are risks involved in investing, including possible loss of principal. Past performance does not guarantee future results.
Connect With Us
Learn more about how we work with financial advisors and institutions to deliver client-focused outcomes.