{"name":"New Frontier Advisors","domain":"newfrontieradvisors.com","url":"https://optimly.ai/brand/new-frontier-advisors","is_claimed":false,"categories":["fintech-financial-services"],"headers":[{"header":"Overview","sections":[{"key":"short_description","label":"Tagline","shape":"text","content":"New Frontier Advisors provides optimized, risk-managed ETF portfolios and investment technology for financial advisors, institutions, consultants, family offices, and individual investors.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://newfrontieradvisors.com","updated_at":"2026-11-07T19:34:35.107881+00:00"},{"key":"description","label":"Description","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://newfrontieradvisors.com","updated_at":"2026-11-07T19:34:35.107881+00:00"}]},{"header":"Identity","sections":[{"key":"mission","label":"Mission","shape":"text","content":"To help investors and financial professionals navigate uncertain markets with customized, diversified, risk-managed portfolios aligned to investment objectives.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://newfrontieradvisors.com","updated_at":"2026-11-07T19:34:35.107881+00:00"},{"key":"leadership","label":"Founders & leadership","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://newfrontieradvisors.com","updated_at":"2026-11-07T19:34:35.107881+00:00"},{"key":"website","label":"Website","shape":"text","content":"https://newfrontieradvisors.com","source_type":"1p_website","source_label":"Brand's website","source_url":"https://newfrontieradvisors.com","updated_at":"2026-11-07T19:34:35.107881+00:00"},{"key":"voice_tone","label":"Voice & tone","shape":"text","content":"Professional, research-driven, confident, educational, and client-focused.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://newfrontieradvisors.com","updated_at":"2026-11-07T19:34:35.107881+00:00"},{"key":"founded","label":"Founded","shape":"text","content":"1989","source_type":"1p_website","source_label":"Brand's website","source_url":"https://newfrontieradvisors.com","updated_at":"2026-11-07T19:34:35.107881+00:00"}]},{"header":"Offerings","sections":[{"key":"problem_solved","label":"Problem solved","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://newfrontieradvisors.com","updated_at":"2026-11-07T19:34:35.107881+00:00"},{"key":"core_capabilities","label":"Core capabilities","shape":"text","content":"ETF portfolio optimization\nCustomized portfolio construction\nMarket-adaptive and risk-managed portfolio management\nDaily portfolio monitoring\nIntelligent rebalancing\nTax-sensitive portfolio optimization\nInvestment research and analysis\nPortfolio technology licensing","source_type":"1p_website","source_label":"Brand's website","source_url":"https://newfrontieradvisors.com","updated_at":"2026-11-07T19:34:35.107881+00:00"},{"key":"products","label":"Products / SKUs","shape":"text","content":"Global Core ETF Portfolios\nTax-Sensitive ETF Portfolios\nMulti-Asset Income ETF Portfolios\nU.S. Core ETF Portfolios\nCustomized portfolios\nNew Frontier Direct\nTurnkey Asset Management Programs (TAMPs)\nProprietary quantitative investment management technology","source_type":"1p_website","source_label":"Brand's website","source_url":"https://newfrontieradvisors.com","updated_at":"2026-11-07T19:34:35.107881+00:00"}]},{"header":"Audience","sections":[{"key":"target_industry","label":"Target industry","shape":"text","content":"Investment management and financial services","source_type":"1p_website","source_label":"Brand's website","source_url":"https://newfrontieradvisors.com","updated_at":"2026-11-07T19:34:35.107881+00:00"},{"key":"customer_base","label":"Customer base","shape":"text","content":"Financial advisors, institutions, consultants, family offices, endowments, foundations, retirement plans, high net worth individuals, and individual investors accessing portfolios through financial advisors.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://newfrontieradvisors.com","updated_at":"2026-11-07T19:34:35.107881+00:00"},{"key":"icp","label":"Ideal customer profile","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://newfrontieradvisors.com","updated_at":"2026-11-07T19:34:35.107881+00:00"},{"key":"use_cases","label":"Use cases","shape":"text","content":"Building diversified ETF portfolios aligned with investor goals\nManaging portfolios for long-term growth\nGenerating sustainable income\nImproving tax efficiency and after-tax wealth\nCapturing global or U.S. economic growth with risk management\nProviding investment solutions through TAMPs, RIA platforms, custodians, and advisor relationships\nLicensing technology for portfolio optimization, intelligent rebalancing, analysis, and management","source_type":"1p_website","source_label":"Brand's website","source_url":"https://newfrontieradvisors.com","updated_at":"2026-11-07T19:34:35.107881+00:00"},{"key":"customer_outcomes","label":"Customer outcomes","shape":"text","content":"Portfolios more closely aligned with client investment objectives\nGreater diversification across asset classes\nMarket-adaptive portfolios designed to manage uncertainty\nRisk levels maintained through daily monitoring and rebalancing alerts\nPotentially smoother and more reliable investment outcomes\nImproved expected after-tax wealth through tax-efficient ETF selection\nClient-focused investment solutions for financial advisors and institutions","source_type":"1p_website","source_label":"Brand's website","source_url":"https://newfrontieradvisors.com","updated_at":"2026-11-07T19:34:35.107881+00:00"}]}],"last_refreshed_at":"2026-11-07T19:34:35.116484+00:00","last_changed_at":"2026-11-07T19:34:35.125051+00:00","claim_url":"https://app.optimly.ai/sign-up?claim=1c8ea554-08f1-401c-96bd-b23c30046124"}