Access Professional Investment Management
Frontiers® is an asset allocation service targeted at investors with a minimum of $25,000 to invest in a registered or non-registered account, who want diversification and access to professional investment management. It offers you a sophisticated combination of services wrapped into one investment solution.
Get The Advantages Of Frontiers
Frontiers offers the following benefits:
- Comprehensive investor assessment
- Target asset allocation ranges
- Discretion over foreign markets exposure
- Custom portfolio design
- Seven distinct asset categories
- Professional portfolio management
- Ongoing research and monitoring of portfolio managers
- Personal performance reporting
- Semi-annual target rebalancing and annual asset mix rebalancing
Personalize Your Portfolio
The basis for Frontiers is what is known as the "Modern Portfolio Theory." The theory defines the most efficient portfolios – portfolios made up of various combinations of assets – as those that offer the greatest potential rewards at the lowest possible levels of risk. On a risk/return chart, these portfolios create an arc known as the efficient frontier. Portfolios on the arc are efficient, while those falling below it are not. This is the kind of efficiency that makes Frontiers important for your investment portfolio.
Frontiers combines equities, fixed income, and cash and cash equivalents, and blends international and domestic investments, to provide you with a personalized portfolio that maximizes your returns while minimizing your risk. To keep you on top of your investments, you'll receive a comprehensive, personalized Quarterly Performance Report that provides a quarterly review of your account.
Your CIBC Wood Gundy Investment Advisor will work with you to clearly define your investment objectives, determine your asset allocation, and choose your foreign exposure preference. To find out how we can help you, use our Opens a new window in your browser.Opens a new window in your browser.Find An AdvisorOpens a new window in your browser. tool to contact a CIBC Wood Gundy Investment Advisor near you.