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.
Tax-Sensitive ETF 20/80 Portfolio
Designed for investors focusing on capital preservation with modest growth expectations in a taxable account.
Tax-Sensitive ETF 40/60 Portfolio
Designed for investors seeking moderate growth with capital preservation in a taxable account.
Tax-Sensitive ETF 90/10 Portfolio
Designed for investors focusing on long-term capital growth in a taxable account.
Tax-Sensitive ETF 100/0 Portfolio
Designed for investors seeking to capture the growth of equity markets over the long term in a taxable account.
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.
Related Resources
Explore Other Portfolios
Connect With Us
Learn more about how we work with financial advisors and institutions to deliver client-focused outcomes.