City National Rochdale is an investment management firm specializing in intelligently personalized® portfolios for high-net-worth individuals, families, and foundations with greater than $1 million in investable assets. Our tailored solutions are designed for clients desiring personalized portfolio management strategies that address their unique situation relative to investment objectives, tax sensitivities, income needs, or existing holdings with low-cost basis or concentrated positions.

Focus Partners Advisor Solutions* is a TAMP and model portfolio strategist headquartered out of St. Louis, MO and has been serving financial advisors for approximately 30 years. Working with Orion Portfolio Solutions since 2016, Focus Partners is excited to offer seven target risk, multi-asset portfolios constructed with Focus Partners’ own family of mutual funds, the SA Funds. What makes Focus Partners’ strategies unique is their commitment to Evidence Driven Investing, an approach backed by 80 years of economic data on the efficiency of capital markets, the benefits of diversification, and the impact of investor behavior on investment success.
 
Additionally the SA Funds are mostly sub-advised by Dimensional Funds Advisors, pioneers in applying academic research to asset management. Focus Partners’ SA Fund portfolios, powered by Evidence Driven Investing, provides investors with diversified exposure to asset classes worldwide, captures specific dimensions of risk within each asset class, and seeks to enhance returns through prudent trading and cost management.  Finally, Focus Partners is dedicated to helping advisors access practice management expertise designed to help advisors be more productive in running their business while also delivering better outcomes for end clients.
 
*Note: Buckingham Strategic Partners rebranded to Focus Partners Advisor Solutions in January 2025.

This information was provided by Focus Partners Advisor Solutions.

At Franklin Templeton we offer our clients a gateway to investment excellence backed by a global organization and delivered through a consistent, coordinated client experience. We’ve broadened our capabilities by attracting leading public and private market investment managers to our firm. Today we are among the world’s largest asset managers with offices in major financial markets, serving clients in more than 150 countries, and managing nearly $1.6 trillion in assets*.


*AUM is in USD as of 31 December 2023 and has been restated to include proforma AUM from Putnam Investments at the same date. Franklin Templeton acquired Putnam Investments on 1 January 2024.

Frontier Asset Management, founded in 2000 and based in Sheridan, Wyoming, is an independent investment management firm known for its innovative approach to investing with a focus on managing downside risk. We serve as an outsourcing partner to financial advisors nationwide, offering risk-managed investment solutions designed to deliver a smoother investment experience with potentially better long-term outcomes for their clients.

At the heart of Frontier’s investment philosophy lies a dedication to managing risk at targeted levels while striving for corresponding returns. This is achieved through a distinctive, comprehensive approach that begins with a ‘Dynamic Downside Focus,’ aiming to maintain portfolio risk by proactively adjusting global asset allocations over the long term. Leveraging our independent fund research and proprietary optimizer, we then meticulously select and blend the most optimal mix of mutual funds and ETFs for each strategy considering forward-looking risks and opportunities in the market, a methodology we term ‘Fund Fusion.’

Frontier’s unique approach leads to tailored investment strategies that are the best representation of our core competencies of asset allocation and manager selection through a downside focused, multi-asset framework. Frontier’s portfolios are designed to deliver consistent returns, mitigate risk, and navigate different market conditions. At Orion we offer Core Strategies, Tax-Managed Strategies, and ETF Strategies.

This information was provided by Frontier Asset Management.