Investment Strategy
Overview
New Frontier’s Multi-Asset Income ETF Portfolios are globally diversified portfolios that seek to provide a reliable and sustainable source of income. The portfolios are also designed for capital appreciation to preserve principal and grow income over time. The portfolios contain dividend-income-oriented ETFs as well as ETFs that offer other sources of income and management benefits.
Investment Approach
New Frontier is universally recognized for inventing a unique, patented portfolio optimization process that combines institutional research, investment technology, and asset management. Our market-adaptive ETF portfolios are designed to deliver greater stability, better diversification, and less risk relative to return. We use our patented Intelligent Rebalancing™ to maintain optimally risk-controlled portfolios and position investors for a full range of investment scenarios.
The portfolios are available at three risk levels, so you can choose the portfolio that’s right for your clients. Each portfolio consists of 10-30 ETFs.
Multi-Asset Income ETF 40/60 Portfolio
The portfolio is risk targeted at a 40/60 stock/bond ratio and is designed for investors who desire sustainable income over extended investment horizons with minimal risk.
Multi-Asset Income ETF 60/40 Portfolio
The portfolios is risk targeted at a 60/40 stock/bond ratio and is designed for investors who desire sustainable income over extended investment horizons with balanced risk.
Multi-Asset Income ETF 75/25 Portfolio
The portfolio is risk targeted at a 75/25 stock/bond ratio and is designed for investors who desire sustainable income over extended investment horizons.
Related Resources
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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.
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