Risk-Managed Solutions for Advisors & Investment Firms Discretionary Asset Management

Forefront offers a select group of advisors a unique partnership opportunity. We are dedicated to helping our independent advisor-partners grow their practices and offer clients differentiated asset allocation and marketing solutions that synthesize thinking from academia and the practices of institutional investors. We provide our advisor-partners with risk-based portfolio models, inventories of potential customizable fulfillment options offering the latitude to incorporate advisors’ preferred funds or managers, compelling marketing and communications support to help them strengthen and expand their businesses, ongoing economic insights & enhanced research team depth, and practice management & educational services to help them build and maintain their competitive edge. Using our solutions and market insights, advisors can better focus on improving client service, planning, and the business of their businesses.


Allocation Construction Advice


By pairing our deep roots in academia with our fundamental understanding of the capital markets, we have created risk-managed solutions constructed to diversify sources of return, while dampening risk throughout various portfolios. We offer advanced quantitative and risk-oriented allocation models to advisors through our open architecture platform implementation.  We provide investment professionals with volatility-managed allocation signals and inventories of customized investment options, designed to increase quantitative bench strength and offer retail investors an institutional-oriented allocation.


Growth & Marketing Support


Supporting advisors’ client outreach and marketing is a key element of the RMA offering.  Onsite tutorials conducted by Dr. Geczy as part of branded advisor-client relations events are highly effective at gaining acceptance and client commitment to the advisor’s investment philosophy. RMA collateral, produced by Forefront for advisor co-branding and distribution to clients, includes daily and monthly updates highlighting market and economic trends influencing client portfolios, performance tearsheets, and white papers.  Co-branding allows advisors to share a story about deepening their bench.  Our support on marketing collateral and direct sales for large prospects and clients, paired with webinars and monthly market updates, gives advisors additional reinforcement while explaining our diversified product to clientele.


Practice Management


In designing and executing strategy programs for advisors, Forefront draws on its wealth of experience in consulting for corporate executives, UHNW families, and institutional sales organizations. Forefront’s RMA clients benefit from its multi-faceted background working with small business owners. We have conducted advisor-staff seminars, delivered custom training modules, and worked one-on-one with advisor clients to bolster their expertise in critical practice areas. We provide advanced investment instruction tailored to advisor needs, practice management guidance, and client coaching materials to truly give advisors and their clients a fundamental understanding of our offerings.





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