Frontier Asset Management, L.L.C.

Background

Founded in 2000 and headquartered in Sheridan, Wyoming, Frontier Asset Management, L.L.C. is an independent asset management firm specializing in downside-risk managed investment strategies. The firm is dedicated to assisting financial advisors nationwide by offering a range of investment solutions designed to meet diverse client needs.

Key Strategic Focus

Frontier Asset Management emphasizes a disciplined investment approach centered on downside risk management. The firm's core objectives include:

Dynamic Downside Focus: A proprietary strategy aimed at mitigating losses during market downturns while capturing gains during upswings.

FundFusion Process: A methodology for selecting and blending mutual funds to create diversified portfolios tailored to specific risk tolerances and investment goals.

Independent Manager Selection: Utilizing non-proprietary funds to maintain objectivity and align with client interests.

The firm offers a variety of strategies, including:

Core Strategies: Designed for broad market exposure with risk management.

Tax-Managed Strategies: Focused on tax efficiency for taxable accounts.

ETF Strategies: Incorporating exchange-traded funds for flexibility and cost-effectiveness.

Faith-Based Strategies: Aligning investments with specific ethical or religious values.

Specialty Strategies: Targeting niche markets or investment themes.

Multi-Asset Income Strategies: Aiming to provide consistent income through diversified asset classes.

Financials and Funding

As of June 30, 2024, Frontier Asset Management reported assets under management (AUM) of approximately $5.5 billion. The firm operates with a team of 55 employees across its offices in Sheridan, Wyoming; Denver, Colorado; and Atlanta, Georgia.

Technological Platform and Innovation

Frontier Asset Management distinguishes itself through proprietary technologies and methodologies, including:

Dynamic Downside Focus: A strategy that actively adjusts portfolios to manage risk during market fluctuations.

FundFusion Process: A systematic approach to selecting and combining mutual funds to construct diversified portfolios aligned with client objectives.

Leadership Team

The firm's leadership comprises experienced professionals dedicated to advancing its mission:

Robert E. Miller, CFA: Chief Executive Officer. Under his leadership, the firm has expanded its offerings and maintained a focus on risk-managed investment strategies.

Cliff Stanton, CFA: Director of Investments. He oversees the investment team and is instrumental in developing and implementing the firm's investment strategies.

Competitor Profile

Market Insights and Dynamics

The asset management industry is highly competitive, with firms ranging from large multinational corporations to specialized boutique firms. Frontier Asset Management operates within this landscape by focusing on downside-risk managed strategies tailored for financial advisors and their clients.

Competitor Analysis

Key competitors include:

NorthCoast Asset Management: Specializes in tactical investment strategies with a focus on risk management.

Disciplined Equities Management: Offers disciplined investment approaches emphasizing downside protection.

Gary Goldberg Financial Services: Provides a range of financial services, including asset management with a focus on client-centric strategies.

Strategic Collaborations and Partnerships

Frontier Asset Management collaborates with various financial advisors and institutions to deliver its investment strategies. The firm also partners with platforms such as Envestnet, Orion Portfolio Solutions, SMArtX, Amplify, and 55ip to offer its Active ETF Strategies to a broader audience.

Operational Insights

The firm's commitment to downside risk management and independent fund selection positions it uniquely in the market. By focusing on tailored investment solutions and maintaining strong partnerships with financial advisors, Frontier Asset Management differentiates itself from competitors.

Strategic Opportunities and Future Directions

Frontier Asset Management continues to explore opportunities for growth, including:

Expansion of ETF Offerings: The recent launch of six actively managed ETFs reflects the firm's commitment to innovation and meeting investor demand for flexible investment vehicles.