Frontier Asset Management, L.L.C.

What Frontier Asset Management, L.L.C. does

Frontier Asset Management, L.L.C. is a privately held, Wyoming-domiciled registered investment adviser founded in 1999 that designs and distributes downside risk-focused investment strategies to US financial advisors and advisory firms. The firm serves three primary customer segments — Registered Investment Advisors (RIAs), broker-dealer firms, and retirement plan sponsors — through a consultative, sales-led model in which Frontier provides model strategies that advisors integrate into their client portfolios rather than managing assets on a discretionary basis. The company is led by CEO Robert E. Miller, CFA, with a Chief Revenue Officer, Director of Sales, Director of National Accounts, and a five-region US sales team (National, West, Central, Mid-America, East) executing the go-to-market motion.

The firm's investment platform is anchored by two proprietary methodologies: Dynamic Downside Focus, which establishes downside risk targets representing approximate one-year loss potential at 95% confidence across risk profiles, and FundFusion, which combines the investment team's manager-selection expertise with proprietary technology to test thousands of fund-mix combinations. Frontier packages these methodologies into a suite of strategy categories — Core, Tax-Managed, Active ETF, Faith-Based, Specialty, and Conservative Income Strategies — supplemented by a personalized portfolio design service (Frontier Blueprint), the Rodeo Portfolio Analyzer advisor tool, and a 55ip integration for tax-efficient portfolio transitions. The firm has also launched six proprietary actively managed ETFs (U.S. Large Cap Equity, Global Small Cap Equity, Total International Equity, Core Bond, Opportunistic Credit, and Absolute Return ETFs).

Frontier generates revenue through investment advisory fees disclosed in its ADV Brochure and Form CRS, with a maximum 3% advisory fee referenced in performance disclosures and an annual billing cadence. The firm is independently owned with no parent company, no subsidiaries, no disclosed funding rounds, and no M&A activity. Operations are distributed across a Sheridan, Wyoming headquarters and a Denver-area regional office in Glendale, Colorado, supported by 11–50 employees. The company has been recognized as a Top Turnkey Asset Management Platform (TAMP) provider and has operated continuously for over 25 years.

Name

Frontier Asset Management, L.L.C.

Legal name

Frontier Asset Management, LLC

Website

https://frontierasset.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

11–50 employees

Short description

Frontier Asset Management is a Wyoming-based registered investment adviser that provides downside risk-focused model strategies, active ETFs, and portfolio tools to US financial advisors, broker-dealers, and retirement plan sponsors.

Ownership category

akta.pro rank

Product category

Investment Management Services

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282), Security & Commodity Brokers, Dealers, Exchanges & Services (6200)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

akta.pro secondary industries

Broker-Dealer Affiliated Wealth Advisory (FSAEABAB), Fixed Income ETFs (Government, Corporate, Munis, TIPS) (FSAAAFAD)

Keywords

• Asset management services
• Risk-managed strategies
• Active ETF management
• Model portfolio solutions
• Advisory firm partnerships

Headquarters

HQ city

Sheridan

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Investment Advisory Fees: Frontier provides model strategies to various investment advisory firms. The firm charges advisory fees as disclosed in their ADV Brochure. Performance shown is gross of advisory fees, with a maximum 3% advisory fee mentioned.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

Frontier Asset Management is a registered investment adviser that builds and delivers downside risk-focused model investment strategies and actively managed ETFs to financial advisors. It pairs the proprietary Dynamic Downside Focus and FundFusion processes with strategy families (Core, Tax-Managed, Active ETF, Faith-Based, Specialty, Conservative Income) and a personalized portfolio design service called Frontier Blueprint, supported by tools such as the Rodeo Portfolio Analyzer.

Product overview

Frontier Asset Management offers a platform of downside risk-focused investment strategies and actively managed ETFs. The core offering includes the Frontier Blueprint for personalized portfolio design, along with multiple Active ETFs (U.S. Large Cap Equity ETF, Global Small Cap Equity ETF, Total International Equity ETF, Core Bond ETF, Opportunistic Credit ETF, Absolute Return ETF). These are complemented by strategy suites including Core Strategies, Tax-Managed Strategies, Active ETF Strategies, Faith-Based Strategies, Specialty Strategies, and Conservative Income Strategies. The platform is supported by tools like the Rodeo Portfolio Analyzer and 55ip tax-efficient investing platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Frontier Blueprint Personalized portfolio design service built around clients' goals, constraints, and risk considerations, delivered through financial advisors.
• Core Strategies Risk-managed foundation model strategies for advisor portfolios, originating from the firm's original Balanced, Moderate-Growth, and Long-Term Growth strategies.
• Tax-Managed Strategies Model investment strategies designed to maximize after-tax returns for advisor client portfolios.
• Active ETF Strategies Model strategies that help advisors navigate the active ETF market using Frontier's lineup of actively managed ETFs.
• Faith-Based Strategies Model investment strategies aligned with faith-based values and principles, with dedicated consultant support for advisors.
• Specialty Strategies Model strategies designed to complement and complete advisor client portfolios.
• Conservative Income Strategies

Quantifiable outcome

• Conservative Income Strategy designed to minimize downside risk - avoid losing more than 5% over any rolling 12-month period at 95% confidence level
• +1 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• 55ipsupportingTechnology or Integration55ip provides tax-smart transition technology that allows advisors to easily transition client portfolios to Frontier's risk-managed strategies in a tax-efficient manner. This partnership enables advisors to implement changes while managing tax implications.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Market position

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@frontierassetmanagement/videos
• Facebookfacebook.com/frontierasset
• LinkedInlinkedin.com/company/frontier-asset-management

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Frontier Asset Management, L.L.C.