New Frontier Advisors
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Overview
Tagline Brand's website · 2026-11-07
New Frontier Advisors provides optimized, risk-managed ETF portfolios and investment technology for financial advisors, institutions, consultants, family offices, and individual investors.
Description Brand's website · 2026-11-07
New Frontier Advisors is an independent asset manager specializing in portfolio optimization, market-adaptive investment strategies, and proprietary technology for portfolio optimization, rebalancing, analysis, and management.
Identity
Mission Brand's website · 2026-11-07
To help investors and financial professionals navigate uncertain markets with customized, diversified, risk-managed portfolios aligned to investment objectives.
Founders & leadership Brand's website · 2026-11-07
Richard Michaud, Chief Executive Officer; Robert Michaud, Chief Investment Officer; Joy Zheng, Senior Research Analyst; Akshay Khanna, Marketing Operations Manager; Cynthia Miller, Director of Marketing; Jeff Megar, VP, Client Portfolio Solutions; Abigail Gabrielse, Chief Operating Officer; Theresa Muller, Chief Compliance Officer; Lisa Walsh, Operations & Events Manager; Max Considine, Senior Systems Administrator; Binit Koirala, Senior Software Engineer; Rajendra Magar, Principal Software Engineer; James Ngo, Software Engineer.
Website Brand's website · 2026-11-07
https://newfrontieradvisors.com
Voice & tone Brand's website · 2026-11-07
Professional, research-driven, confident, educational, and client-focused.
Founded Brand's website · 2026-11-07
1989
Offerings
Problem solved Brand's website · 2026-11-07
New Frontier addresses the challenges of market uncertainty, unstable portfolio optimization, inadequate diversification, inefficient rebalancing, and aligning portfolios with specific investment goals and risk preferences.
Core capabilities Brand's website · 2026-11-07
- ETF portfolio optimization
- Customized portfolio construction
- Market-adaptive and risk-managed portfolio management
- Daily portfolio monitoring
- Intelligent rebalancing
- Tax-sensitive portfolio optimization
- Investment research and analysis
- Portfolio technology licensing
Products / SKUs Brand's website · 2026-11-07
- Global Core ETF Portfolios
- Tax-Sensitive ETF Portfolios
- Multi-Asset Income ETF Portfolios
- U.S. Core ETF Portfolios
- Customized portfolios
- New Frontier Direct
- Turnkey Asset Management Programs (TAMPs)
- Proprietary quantitative investment management technology
Audience
Target industry Brand's website · 2026-11-07
Investment management and financial services
Customer base Brand's website · 2026-11-07
Financial advisors, institutions, consultants, family offices, endowments, foundations, retirement plans, high net worth individuals, and individual investors accessing portfolios through financial advisors.
Ideal customer profile Brand's website · 2026-11-07
Financial advisors and financial institutions seeking risk-managed, customized ETF portfolios or portfolio optimization technology; also consultants, family offices, endowments, foundations, retirement plans, and high net worth individuals.
Use cases Brand's website · 2026-11-07
- Building diversified ETF portfolios aligned with investor goals
- Managing portfolios for long-term growth
- Generating sustainable income
- Improving tax efficiency and after-tax wealth
- Capturing global or U.S. economic growth with risk management
- Providing investment solutions through TAMPs, RIA platforms, custodians, and advisor relationships
- Licensing technology for portfolio optimization, intelligent rebalancing, analysis, and management
Customer outcomes Brand's website · 2026-11-07
- Portfolios more closely aligned with client investment objectives
- Greater diversification across asset classes
- Market-adaptive portfolios designed to manage uncertainty
- Risk levels maintained through daily monitoring and rebalancing alerts
- Potentially smoother and more reliable investment outcomes
- Improved expected after-tax wealth through tax-efficient ETF selection
- Client-focused investment solutions for financial advisors and institutions
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Claim New Frontier Advisors — free →Page last updated 2026-11-07.