Thanksgiving is a time of togetherness. It's a time of reflection. It's a time of appreciation. Every year before I sit down to pen this piece, I think back to all that has occurred in…
Bedell FrazierNovember 24, 2021
Bedell Frazier is here to help you get there.
FINANCIAL PLANNING + INVESTMENT COUNSELLING
We are in the business of life.
We provide a personalized comprehensive financial offering that brings solutions to challenges both known and unknown for our clients throughout every stage of their lives. Creative thinking and intellectual curiosity are the foundation of our culture, with research as the backbone of our company and our offerings. Research, creative thinking, and tenacity made it happen.
Our clients are our why. As they move from one stage of life to the next, we counsel them on low-cost, tax-efficient investments with transparency and liquidity. We make sure things are done the right way – that means thoroughness, that means creative thinking, that means a commitment to accuracy, that means hard work, and that means smart work.
We provide a personalized comprehensive financial offering that brings solutions to challenges both known and unknown for our clients throughout every stage of their lives. Creative thinking and intellectual curiosity are the foundation of our culture, with research as the backbone of our company and our offerings. Research, creative thinking, and tenacity made it happen.
Our clients are our why. As they move from one stage of life to the next, we counsel them on low-cost, tax-efficient investments with transparency and liquidity. We make sure things are done the right way – that means thoroughness, that means creative thinking, that means a commitment to accuracy, that means hard work, and that means smart work.
WHO WE ARE
We are thinkers and we are doers.
We do things differently. We invest in individual stocks and bonds (as opposed to mutual funds), which allows us to maintain a healthy balance between protecting wealth and taking calculated risks necessary to grow assets. The key is creative and critical thinking with an emphasis on new ways and problem-solving. As independent SEC-registered investment advisers, we act in your best interest at all times.
We do things dynamically. Our holistic approach to investment management includes financial planning services, allowing us to best manage and counsel you on both investment and financial matters. This is a relationship business – your unique financial planning needs drive our strategies. As you transition from one stage of life to the next, we are here to guide you every step of the way.
We do things differently. We invest in individual stocks and bonds (as opposed to mutual funds), which allows us to maintain a healthy balance between protecting wealth and taking calculated risks necessary to grow assets. The key is creative and critical thinking with an emphasis on new ways and problem-solving. As independent SEC-registered investment advisers, we act in your best interest at all times.
We do things dynamically. Our holistic approach to investment management includes financial planning services, allowing us to best manage and counsel you on both investment and financial matters. This is a relationship business – your unique financial planning needs drive our strategies. As you transition from one stage of life to the next, we are here to guide you every step of the way.
“Bedell Frazier is in the Business of Life; Your Life. It’s evolutionary. We’re in this together. You’re our home.”
– MIKE FRAZIER
OUR WEEKLY MARKET UPDATES
Knowledge is power.
We have had the honor of being featured in many of the top market publications, both in print and online.
Washington was busy this week. Congress was back in session before heading out next week for Thanksgiving. I heard someone say it's tough to get things done when Congress only works 50% of the time.…
Mike FrazierNovember 19, 2021
This week I was on the road spending time with industry leaders engaged in the topic of the future of the Financial Services industry. Disruption is a major theme in this Digital Age in which…
Mike FrazierNovember 12, 2021
Thanksgiving is a time of togetherness. It's a time of reflection. It's a time of appreciation. Every year before I sit down to pen this piece, I think back to all that has occurred in…
Bedell FrazierNovember 24, 2021
Washington was busy this week. Congress was back in session before heading out next week for Thanksgiving. I heard someone say it's tough to get things done when Congress only works 50% of the time.…
Mike FrazierNovember 19, 2021
Thinking Globally, Giving Back Locally
We are making an important investment in our next generation, the community and the environment in which we live.
SUPPORTING THE COMMUNITY
