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Financial Asset Management
Financial Asset Management


Michael L. Weiss

CEO


Just Ask Our Clients

There is one simple measure that defines our success: the quality of the conversations we are having with our clients. While they were impressed with our better than 20% net returns for 2007, many were struck by how effectively we were able to preserve capital.

Our vision is to deliver an actively-managed, risk controlled investment strategy which capitalizes on trading efficiencies and focused research to deliver superior returns. We are comfortable saying, “Mission accomplished!” In 2007 we were able to leverage two key components. First, protecting capital by going to cash and using shorts when appropriate. Second, identifying new market leaders coming out of a correction.

Michael Weiss

As you will see on the following pages, we’re excited to introduce several new products and initiatives for 2008. Our focus remains on providing you with unique risk-controlled investment opportunities that complement a traditional portfolio. Please don’t hesitate to call our team of professionals as we look forward to providing you with the outstanding service your hard earned money deserves.


About Mr. Weiss

The most important thing to our customers -- and to us -- is that we do exactly what we say we're going to do exactly when we say we're going to do it.

After nearly two decades in the industry, Michael is still innovating in the arena of high net worth investing. His investment products and enterprises have included the Reflection Portfolio, an independently managed discretionary investment fund program for high net worth individuals which he successfully ran for six years, and GreenTrak, a ground-breaking financial performance reporting company that was the first to offer investors the ability to review their accounts on a consolidated and individual account basis. By the time GreenTrak was sold to a public company, it was monitoring performance and preparing tax information for over $25 billion in assets and counted some of the best known financial companies as its clients, including Merrill Lynch, Chase Bank, UBS and Donaldson Lufkin & Jenrette, as well as some of the largest US accounting firms. In addition to his own enterprises, Michael has served as senior vice president at such established financial institutions as PaineWebber, S.G. Cowen & Company and CIBC Oppenheimer & Company.

As CEO of Frontier Financial, Michael continues to invent alternative strategies for money management. In choosing to create Frontier as a small, exclusive firm, Michael has focused sharply on the needs and concerns of investors, rather than solely on expanding the amount of assets under management. Michael is also Chief Investment Officer for Weiss Capital Group II, LLC, which is general partner of two US-based hedge funds.

When he's not busy thinking about smarter approaches to investment, Michael can be found paying it forward. Michael has had some great sports, business and life coaches and believes in volunteering his time and sharing his experiences to help others. He lives in New York City with his wife, Leslie, and their golden doodle, Callie. Michael holds a B.A. in economics from Union College.

Examinations:
NASD Series 24 - General Securities Principal (June 2003)
NASD Series 7 - General Securities Representative (December 1987)
NASD Series 65 - Investment Adviser (February 2005)
NASD Series 63 - Uniform Securities Agent State (December 1987)
Life and Health Insurance License (July 2003)

Education:
B.A. Economics, 1986, Union College

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