FRONTIER WEALTH MANAGEMENT ONE SIZE DOES NOT FIT ALL. THAT’S WHY LOOKS AT YOU AND YOUR SPECIFIC NEEDS WITH A DIFFERENT AND CRITICAL EYE. WE BELIEVE INDIVIDUAL PARTS AND ELEMENTS ARE JUST THAT INDIVIDUAL. BUT WHEN THEY ALL COME TOGETHER, THE RESULT IS AN INSPIRING – SOLUTION THAT TURNS YOUR VISION INTO REALITY. Our diverse team of experts is skilled in helping you meet your while uncovering opportunities. Together, we will assess, simplify, and coordinate all of your financial affairs. We look at the big picture to define your entire financial landscape and then leverage our in-house wealth management philosophy and a proprietary Asset Management Platform powered by GeoWealth to efficiently build, manage, monitor and control every aspect of your portfolios, while appropriately balancing your goals and risk tolerance. The result is a holistic wealth management solution that combines boutique client services, institutional caliber portfolio management, and leading edge technology to help you achieve all of your long term goals. UNIQUE ADVANTAGES: INVESTMENT VEHICLES: Unified Managed Household Capability Individual Securities Optimized Personal Strategic Exchange-Traded Funds (ETFs) Asset Allocation Broad Index Funds Diversification in 18 Separate Hedge Funds Asset Classes Private Equity Investments Tax-efficient Core- Satellite Real Estate Investments Portfolio Implementation Life Insurance In-house Institutional-caliber Portfolio Managers Proprietary ETF Selection Methodology Proven Systematic Equity Strategies Fresh-start Personalized Portfolios (not pooled)
ONE SIZE DOES NOT FIT ALL. THAT’S WHY FRONTIER WEALTH MANAGEMENT LOOKS AT YOU AND YOUR SPECIFIC NEEDS WITH A DIFFERENT AND CRITICAL EYE. WE BELIEVE INDIVIDUAL PARTS AND ELEMENTS ARE JUST THAT – INDIVIDUAL. BUT WHEN THEY ALL COME TOGETHER, THE RESULT IS AN INSPIRING SOLUTION THAT TURNS YOUR VISION INTO REALITY. Our diverse team of experts is skilled in helping you meet your while uncovering opportunities. Together, we will assess, simplify, and coordinate all of your financial affairs. We look at the big picture to define your entire financial landscape and then leverage our in-house wealth management philosophy and a proprietary Asset Management Platform powered by GeoWealth to efficiently build, manage, monitor and control every aspect of your portfolios, while appropriately balancing your goals and risk tolerance. The result is a holistic wealth management solution that combines boutique client services, institutional caliber portfolio management, and leading edge technology to help you achieve all of your long term goals. UNIQUE ADVANTAGES: INVESTMENT VEHICLES: Unified Managed Household Capability Optimized Personal Strategic Asset Allocation Diversification in 18 Separate Asset Classes Tax-efficient Core- Satellite Portfolio Implementation In-house Institutional-caliber Portfolio Managers Proprietary ETF Selection Methodology Proven Systematic Equity Strategies Fresh-start Personalized Portfolios (not pooled) Individual Securities Exchange-Traded Funds (ETFs) Broad Index Funds Hedge Funds Private Equity Investments Real Estate Investments Life Insurance
Sample-Investment-Proposal.docx