Save Time. Service Clients. Build Your Business.
As a financial advisor, time is your most valuable asset. Using model portfolios can help you spend time helping clients and growing your business, while providing professionally managed portfolios designed to meet investor objectives.
Why Model Portfolios?
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Professional management supported by in-depth research and ongoing oversight
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A consistent, structured approach to investment management
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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
Explore Our Model Portfolios
Our investment strategies cover a range of client goals and preferences—from growth to maximizing after-tax wealth to sustainable income with capital preservation.
New Frontier Global Core ETF Portfolios
Portfolios provide optimized exposure to global asset classes.
New Frontier Tax-Sensitive ETF Portfolios
Portfolios are optimized to help investors grow wealth after taxes.
New Frontier Multi-Asset Income ETF Portfolios
Portfolios are globally diversified and seek to provide a reliable source of income.
New Frontier U.S. Core ETF Portfolios
Portfolios seek to capture U.S. economic growth in a risk-managed portfolio.
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.