The Morningstar ETF Managed Portfolios Landscape Report, released in Q1 2016, lists New Frontier's Global Balanced Growth second, the Global Balanced Growth (Tax) third, the Global Balanced fourth, and the Global Balanced (Tax) fifth. Last year, the Global Balanced Growth topped the category.
"We are very pleased to have four of our portfolios ranked so high," stated Dr. Richard Michaud, President and CEO of New Frontier. "We pride ourselves on managing risk with our patented optimization and rebalancing processes. These results underscore both the strength of our process and how over time, unique diversification and risk management technology supports consistent performance."
The Global Balanced Growth and Global Balanced Growth (Tax) portfolios maintain a 75/25 stock bond ratio. The Global Balanced and Global Balanced (Tax) maintain a 60/40 stock/bond ratio. The New Frontier Global ETF Portfolios are all risk-targeted core investments, consisting of ETF funds optimized relative to stock/bond ratios across the efficient frontier.
"Over half of the managers included in the report don't have a ten-year track record," notes CIO Robert Michaud. "We started investing in ETFs basically as soon as there were enough available to do so. We are grateful that Morningstar is now ranking ETF managers."
Source: Morningstar ETF Managed Portfolios Landscape Report 31 December 2015.
Important Disclosures Information
The Morningstar report displays gross performance. Real performance would be decreased by custody, trading, managerial, and platform fees. It also does not show advisory fees that may be charged by individual Financial Advisors, which may range from 1-2% per year. Thus the reported performance does not reflect the compounding effect of any such fees.
PAST PERFORMANCE IS NOT A Guarantee OF FUTURE RESULTS.
This information is for information purposes only. It does not constitute an offer or solicitation of securities or investment services or an endorsement thereof in any jurisdiction or in any circumstance in which such offer or solicitation is unlawful or not authorized. None of the information contained in this report constitutes, or is intended to constitute, a recommendation of any particular security or trading strategy or a determination by New Frontier that any security or trading strategy is suitable for any specific person. To the extent any of the information contained herein may be deemed to be investment advice, such information is impersonal and is not tailored to the investment needs of any specific person. All investments carry a risk of loss, including the possible loss of principal. There is no assurance that any investment will be profitable. To receive additional information, such as the New Frontier brochure (the ADV Part 2), please contact Neha Sharma at nsharma@newfrontieradvisors.com.
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