Combining the Best of Two Worlds
Our process creates a forward-looking, strategic, efficient frontier. We look to provide gains from upward trends, while limiting exposure to declining markets. The ability to combine both tactical management and Modern Portfolio Theory gives our Frontier Advantage™ Portfolios the best of both styles.
Our Frontier Based Tactical™ Strategy
We use our forward looking views on individual asset classes to create diversified portfolios that aim to provide an optimal balance of risk and return.
Then we go a step further and adjust the position on the frontier to limit the portfolio's exposure to inadequately compensated risk. This is much more dynamic and nimble than "buy and hold" approaches and much more transparent and risk-controlled than core/satellite strategies.
Driven By Data
Our unique portfolio strategy uses the latest research in strategic portfolio creation and mathematical, rule-based tactical management. Our Frontier Advantage™ Portfolios are benchmarked to comprehensive, risk-tolerance-based indices, and invest in publicly traded, liquid vehicles, such as ETFs and mutual funds.
We also offer investment research and management services for investment firms and family offices seeking assistance in portfolio construction. These services can be tailored to each firm's unique objective, asset preferences and client needs. Our Frontier Advantage Portfolios are now available on exclusive 401(k) plans. Call us for a list of plans. Premise Capital can also be engaged as an ERISA § 3(38) investment manager removing a significant portion of the fiduciary responsibility from the plan sponsor related to the selection and monitoring of the investment options. Please contact our office to learn more.
300 East 5th Avenue, Suite 265
Naperville, IL 60563