OUR PURPOSE

Communication. Discipline. Performance.

Client Focused. Risk and portfolio management tools and processes empower the fulfillment of our investment mission and are custom designed to match client needs. Communicating that mission through consistent interaction and education aids in advancing the client relationship. Empowering clients with technology-based tools to measure our service delivery completes our customer-centric approach.

Investment Approach. Our approach is to consistently generate superior risk-adjusted return. In order to complete this mission, we use multiple strategies rooted in fundamental analysis. We are conservative when evaluating risk and aggressively adhere to objective processes that remove emotion from the investment decision and instill discipline. These processes also serve to force independent thought and rigorous analysis in an attempt to muffle market noise and identify investment value that others have overlooked. We use an unbiased Investment Committee structure to maintain and enforce these processes.

Investment Execution. In order to properly serve you, we must succeed in three areas: (1) asset allocation; (2) security selection; and (3) risk management. We use macroeconomic research and analysis to inform our views of the investment landscape. Security selection is grounded in a value based investment approach that emphasizes rigorous bottom-up analysis. We concentrate on what investments are worth and then compare them to the prices being offered by the market. By investing with a satisfactory margin of safety against our assessment of value, we offer investors the opportunity to minimize risk of loss. Risk management is constant throughout every part of the investment process. We believe that capital preservation is the most critical component in delivering long-term wealth creation.

Independent Fiduciary. As a fee-based advisor, our clients realize that many of the conflicts germane to Wall Street firms do not exist at Frontier. Frontier does not custody client assets. We use third party custodian relationships instead. This not only offers daily transparency of investment accounts through an independent third party - it offers peace of mind. Additionally, as an SEC Registered Investment Advisor we are held to a fiduciary standard. We take this charge very seriously, and in so doing we treat our customers’ capital as if it were our own.