A Range of Options
Our Frontier Advantage™ Portfolios are fully diversified and combine strategic and tactical management. All portfolios are designed with a specific range of equity exposure and a diversified target allocation. The overall equity exposure is increased or decreased, depending on market conditions within that framework, with the goal of being diversified at all times. Qualified and Non-Qualified portfolios are available for the risk tolerance based core models.
Frontier Advantage™ Portfolios
The portfolio manager can increase and decrease the equity exposure depending on market and economic conditions, with the goal of having a fully allocated portfolio at all times. This portfolio can be positioned anywhere along the Efficient Frontier, from the most aggressive, to the most conservative allocation.
Tactical Fact Sheet
The Aggressive portfolios will keep a target allocation of 80% in equity classes, are intended to stay in a range of 40% to 90%
Aggressive Fact Sheet
The Growth portfolios will keep a target allocation of 60% in equity classes, and are intended to stay in a range of 30% to 70%
Growth Fact Sheet
The Balanced portfolios will keep a target allocation of 40% in equity classes, and are intended to stay in a range of 20% to 50%
Balanced Fact Sheet
The Conservative portfolios will keep a target allocation of 20% in equity classes, and are intended to stay in a range of 0% to 30%
Conservative Fact Sheet
A portfolio that holds public, liquid ETF investments and mutual funds that attempts to provide alpha through investment strategies chosen specifically for their risk/return/correlation characteristics relative to the traditional asset classes used in the core portfolios.
300 East 5th Avenue, Suite 265
Naperville, IL 60563