These are some materials and services that New Frontier Advisors has provided to selected clients as part of our strategic model portfolios service. Additional materials and services can be provided, and each item on the list can be customized to meet your particular needs.
- Asset Class Target Allocations
- Fund-specific model portfolios
- Formal Policy Reports
- Marketing Support
- Software for in-house modeling, index return calculations, and potential fund analysis
- Risk Tolerance Questionnaire