Helping Advisors Deliver Better After-Tax Outcomes
New Frontier is a leading investment technology firm that has been delivering advanced portfolio optimization solutions since 1999. As an independent asset manager, we specialize in building portfolios using best-in-class ETFs—regardless of a fund family. Our tax managed portfolios go beyond tax-loss harvesting to include a combination of tax management strategies designed to help your clients keep more of what they earn.
Model Portfolios That Are Anything but Ordinary
Tax-Sensitive ETF Portfolios are globally diversified core investments designed for taxable accounts.
Proven Expertise | 20+ years optimizing ETF portfolios
Cutting-Edge Technology | Proprietary optimization process
Fiduciary Approach | Independent, client-focused strategies, no in-house funds
Extensive Vetting Process | ETFs analyzed for inclusion on a variety of characteristics
Diverse Solutions | Tailored portfolios for various investment goals
Our investment strategies cover a diverse range of client goals and preferences.
Tax Management Strategies
Unrealized Gains
Trade only when beneficial to minimize realizing gains
Tax-exempt Distributions
Utilize tax-exempt income when optimal for risk adjusted return
Qualified Dividends
Receive income at lower tax rates for optimal after-tax risk/reward
Short-to-Long
Manage risk with long-term, rather than short-term gains
Average Annual Tax Savings by Source
Unrealized Gains
Trade only when beneficial to minimize realizing gains
Tax-exempt Distributions
Utilize tax-exempt income when optimal for risk adjusted return
Qualified Dividends
Receive income at lower tax rates for optimal after-tax risk/reward
Short-to-Long
Manage risk with long-term, rather than short-term gains
Optimized Portfolios Built for Tax-Efficiency
New Frontier delivers market-adaptive, risk-managed portfolios powered by intelligent optimization and rebalancing technology. Unlike traditional investment management, we optimize the entire portfolio—adapting allocations and holdings to provide smoother, more reliable outcomes aimed at achieving your clients’ investment objectives.
Patented Technology
4 granted U.S. patents for optimization and rebalancing technology.
Advisor-Focused Approach
Brings optimization, tax transition, and rebalancing to advisors.
Fiduciary Independence
Freedom to choose best ETFs for client objectives. No proprietary funds.
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Learn more about how New Frontier can help you deliver tax-managed solutions to your clients.