Richard Michaud

Overview

As the Chief Executive Officer and principal owner of New Frontier Advisors, LLC, Richard Michaud leads a firm specializing in the development and application of advanced investment technologies. The firm offers patented research, software built on their research and experience, and investment strategies developed with their software. New Frontier Advisors was founded in 1999 by Richard and Robert Michaud, a father-son collaboration. In 1998, they challenged conventional investment wisdom and theory, publishing Efficient Asset Management: A Practical Guide to Stock Portfolio Optimization and Asset Allocation. The book exposed asset management’s limitations and proposed a groundbreaking approach to portfolio optimization. Their research garnered attention from top academics in finance, including Harry Markowitz. The following year, the Michauds patented Michaud Optimization™ and founded New Frontier. In subsequent years, they were awarded three additional patents for innovations in rebalancing technologies. Their dedication to scientific, data-driven investing and continuous improvement fuels their passion for developing new tools and advancing the field of investment management. They are one of the original global risk-managed core ETF investment managers. With a 20-year unbroken track record of delivering ETF portfolio solutions, they excel in portfolio optimization, intelligent rebalancing, ETF due diligence, and tax-advantaged optimization. New Frontier's solutions are based on extensive and ongoing research into sound financial principles and insights. The company's robust research program includes books, monographs, refereed journal articles, and professional and academic presentations. Their approach aims to consistently manage risk, adapt to evolving markets, and seek stronger risk-adjusted returns compared to traditional approaches. 20 years later, they’re still improving their models. Looking to the future, New Frontier remains committed to providing well-defined, risk-managed portfolios tailored to client investment goals, aiming to produce smoother, more reliable long-term outcomes.

Investment Focus

• Accredited investors only
• Long-term investment horizon

Portfolio Companies