Our Financial counselors have the ability to fully integrate your retirement
and estate planning needs with your wealth acculumation and investment objectives.

The New Frontier SMA Series provides investors with numerous advantages over traditional mutual funds and other asset management programs. Through greater transparency (knowing what you own), lower fees (which may be tax deductible), increased flexibility, and tax conscious management, investors have the ability to achieve higher after-tax investment returns.

We believe that the market is not 100% efficient. Our independent thinking, rigorous analysis, and unique understanding of the macroeconomic environment enable us to identify the most up-to-date and innovative investment ideas available. We combine this strategic thinking with world-class bottom-up research and exhaustive top-down analysis.

As an Integrated Financial Planning client, a SimonDavis financial counselor will appropriately assess which of our privately managed, discretionary and unique portfolios is most appropriate for your situation based upon your risk tolerance. Each of our strategies is actively managed and we believe that this discretionary actively-managed platform sets us apart from our competitors who frequently use rigid asst allocation models and passive investment management styles.

Disclosures & Potential Conflicts of Interest

Investment Advisory Representatives of SimonDavis Asset Management, Inc. (SDAM) in their role as a registered investment adviser, serve as fiduciaries to their client only when services for financial planning and/or asset management are engaged in writing. In accordance with insurance regulations, SDAM does not act as a fiduciary, unless otherwise specifically agreed in writing, for insurance products/services performed under SimonDavis Brokerage Services, Inc.

More information regarding SimonDavis Asset Management, Inc.'s business practices, fees and potential conflicts of interest are set forth in SimonDavis Asset Management, Inc.'s Form ADV Part 2A Brochure and Form ADV Part 2B Brochure Supplements,SimonDavis Asset Management, Inc.'s Privacy Policy, SimonDavis Asset Management, Inc.'s Investment Advisory Agreement(s) and SimonDavis Asset Management, Inc.'s Financial Planning Agreement which are available upon request.