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What do we value? Independence and objectivity.
-Scott A. MacKillop, President
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By working with a few, select advisors we can offer a higher level of individualized attention in the management of our portfolios and the services we provide.The FirmFrontier was founded in 2000 by Gary A. Miller, CFA, to provide asset management services to financial advisors and their clients. The firm is managed by a seasoned team of investment professionals. We love what we do and are committed to doing it for a long time. We are looking to build long-term partnerships. We will be here for you. Our ServicesWe offer a variety of globally diversified investment strategies as well as a number of what we call “specialty portfolios.” These strategies are designed to accommodate the needs of investors with a wide range of goals and objectives. All of our portfolios are managed using our proprietary investment process, Complementary Genius. Our portfolios are managed on a customized basis, taking into account the needs of each client. For example, we manage taxable accounts in a manner that reduces taxes. The following is a representative sample of the investment strategies we offer:
We use mutual funds in the construction of our portfolios because they offer access to many of the world’s best money managers at a reasonable cost. They also allow us to achieve a high level of portfolio diversification and create a streamlined investment experience for our clients. We offer a full suite of support services that are fully integrated into our asset management services. They make working with us easy and efficient, while meeting the needs of the most demanding and sophisticated clients. These services include:
We strive to provide flawless operational support and the highest level of client service. We offer intelligent interactions to all our advisor partners and clients. You deal only with members of firm management or the portfolio management team. No wholesalers. |