Empowering Advisors with Smarter Portfolio Construction
July 21–24 | Orlando, FL | Crystal H & Exhibit Hall
Session Details
Title: Optimizing Client Portfolios: A Practical Guide for Advisors
Date/Time: Wednesday, July 23, 2025 | 1:30–2:20 PM
Location: Crystal H
Presenter: Robert Michaud, CIO
What You’ll Learn:
- How to align portfolios with client goals using optimization
- Strategies for tax transition and rebalancing
- How our technology supports advisor success at scale
Visit Us at the Exhibit Hall
Location: Ballroom Foyer, New Frontier Table
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Drop by to meet the team
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Ask questions
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Grab materials and set up time to talk
Conference Resources
Brochure
Process Overview
Investment Strategy
Investment Strategy
Investment Strategy
Investment Strategy
Upcoming Events
Quarterly Webinar
Let's Stay Connected
Connect With Us
Jeff Megar
VP of Client Portfolio Solutions and Business Development
(617)-939-4526
jmegar@newfrontieradvisors.com
Meet with Jeff