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Frontier Asset Management, LLC
Frontier Asset Management, LLC is an asset management firm headquartered in Sheridan, Wyoming. Founded in 2000, the firm has 47 employees, offering investment management services primarily to individuals (including high net worth), charitable organizations, pension plans, and other investment advisers. Frontier is known for its downside risk-focused investment strategies and provides a range of investment solutions to financial advisors and their clients, aiming for the best possible returns while minimizing risk. The firm reports $5.3 billion in assets under management as of 2025 and serves a broad array of clients across the United States.
Investment Strategy
Frontier Asset Management emphasizes a downside risk-focused approach, aiming to protect portfolios during market declines while capturing attractive returns when market conditions improve. Their philosophy integrates rigorous quantitative analysis and qualitative assessments in portfolio construction, with a particular focus on asset allocation and risk management. Frontier offers multiple investment strategies designed for financial advisors and their clients, including globally diversified portfolios and custom solutions, adhering to disciplined rebalancing and continual risk monitoring throughout changing market environments.
Latest 13F Filing Activity
Frontier Asset Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 67 equity positions with a total 13F market value of $367M. The fund increased holdings in T. Rowe Price Us Equity Research Etf, JPMorgan Active Growth Etf, Avantis International Small Cap Value Etf among other positions. Frontier Asset Management, LLC reduced exposure to Ishares Core S&P Small-cap, Vanguard Ftse Emerging Markets Etf, Vanguard Small-cap Etf among others.
Top Holdings
Equity Positions (67)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVDV | Avantis International Small Cap Value ETF | 12.91% | $47.4M | 598,287 | $68.82 | $79.28 | +$5.9M |
I IJR | iShares Core S&P Small-Cap | 8.49% | $31.2M | 285,401 | $104.75 | $109.29 | -$5.2M |
J JGRO | JPMorgan Active Growth ETF | 6.67% | $24.5M | 284,833 | $64.07 | $86.07 | +$10.1M |
I IQLT | iShares Edge MSCI Intl Quality Fctr ETF | 4.07% | $15.0M | 345,992 | $39.69 | $43.22 | +$1.1M |
L LVHI | Franklin Intl Low Volatility Hi Div ETF | 4.03% | $14.8M | 454,614 | $31.11 | $32.55 | +$1.9M |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Strategist | New York, NY , United States | |
 | Senior Analyst | Denver, CO , United States | |
J Joel Jacobson | Analyst | Sheridan, WY , United States | |
 | Portfolio Strategist | Denver, CO , United States |
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