Investment Strategy
Overview
New Frontier’s Tax-Sensitive ETF Portfolios are globally diversified and every aspect of the portfolio is optimized for long-term, after-tax return for taxable accounts. We choose tax-efficient, low-cost ETFs and structure our trade and rebalancing decisions to maximize after-tax wealth accumulation. We seek to avoid trading without benefit, minimize turnover, offset gains with losses, and seek to avoid short-term capital gains.
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 feature an unbroken track record since 2004 and are available at six risk levels. Each portfolio consists of approximately 10-30 ETFs.
Tax-Sensitive ETF 20/80 Portfolio
The portfolio is risk targeted at a 20/80 stock/bond ratio and is designed for investors focused on capital preservation with modest growth expectations in a taxable account.
Tax-Sensitive ETF 40/60 Portfolio
The portfolio is risk targeted at a 40/60 stock/bond ratio and is designed
for investors seeking moderate growth with capital preservation in a taxable account.
Tax-Sensitive ETF 75/25 Portfolio
The portfolio is risk targeted at a 75/25 stock/bond ratio and is designed for long-term capital growth with a secondary focus on capital preservation in a taxable account.
Tax-Sensitive ETF 90/10 Portfolio
The portfolio is risk targeted at a 90/10 stock/bond ratio and is designed for long-term capital growth in a taxable account.
Tax-Sensitive ETF 100/0 Portfolio
The portfolio maintains a 100% equity asset allocation and is designed to capture the growth of equity markets over the long term in a taxable account.
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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