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 Find An Advisor tool to contact a CIBC Wood Gundy Investment Advisor near you.
The information contained herein is considered accurate at the time of posting. CIBC and CIBC World Markets Inc. reserve the right to change any of it without prior notice. It is for general information purposes only.
Clients are advised to seek advice regarding their particular circumstances from their personal tax advisors.
Commissions, trailing commissions, management fees, and expenses all may be associated with an investment in the Frontiers pools and the use of the Frontiers asset allocation service. Please read the simplified prospectus of the Frontiers pools in which an investment may be made under the asset allocation service before investing. The Frontiers pools are not guaranteed, their values change frequently, and past performance may not be repeated. Each of the Frontiers Pools is a connected issuer of CIBC World Markets Inc.
®Frontiers is a registered trademark of CIBC.