New Frontiers Wealth Management

True wealth management requires a holistic view and approach. It requires a full assessment of your family needs, current tax laws, your long- and short-term financial goals, your tolerance for risk, and more.

As a New Frontiers Wealth Management client, your portfolio will be structured using the disciplines of asset allocation, risk tolerance, and thorough understanding of your goals and objectives. We believe in the synergy derived from the appropriate allocation of fixed income, equity, international stocks and bonds.

The keystone of investment management is flexible and responsive asset allocation. We monitor your portfolio to achieve a balance between calculated risk and the expected return on your investment.

Focused on performance and stability, our equity management strategy has proven itself by delivering strong risk-adjusted returns relative to applicable benchmarks. We bring you disciplined analysis and stringent risk-management, incorporating multiple measures of investment opportunity. This allows you to take advantage of a variety of market environments.

Our equity disciplines are style specific and can be crafted to meet customized client objectives and fulfil a defined asset allocation strategy. In all cases, a New Frontiers Investment Advisor will recommend a portfolio strategy that reflects your tax situation, other assets you may already own, risk tolerance, particular family needs and constraints, and preferences you specify.

For clients requiring fixed income strategies and portfolios, we select investment grade bonds and fixed income securities, domestic and international, as the principal securities for their portfolios. The result has been diversified investments that seek to maximise total return while generating income and safeguarding your assets.

Our well-defined process in constructing portfolios focuses on duration management, yield curve and maturity structure, sector weightings and overall security selection.

Securities in your portfolio are monitored closely and sold when they fall below the strict requirements that you’ve set or no longer meet your investment needs. The process is designed to increase total returns while managing overall risk.

At New Frontiers Wealth Management, we view your investments within the context of your overall financial situation – including your tax picture.

We look for ways to offset gains and the taxes they produce. And we balance factors like the risk of letting a gain ride versus the cost of creating a taxable event now. In short, we focus on maximising your after-tax return.