BEDELL FRAZIER INVESTMENT COUNSELLING

Our brand stands for service and we are built to last.

We provide a personalized comprehensive financial offering which brings solutions to challenges both known and unknown for our clients throughout every stage of their lives. We earn the confidence and trust which allows for their peace of mind knowing their money is working as hard as they do or did.

Our clients drive our business. 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 apply this smart money approach to retirement and estate planning as well as managing money. It’s important your money works as hard as you do.

We provide a personalized comprehensive financial offering which brings solutions to challenges both known and unknown for our clients throughout every stage of their lives. We earn the confidence and trust which allows for their peace of mind knowing their money is working as hard as they do or did.

Our clients drive our business. 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 apply this smart money approach to retirement and estate planning as well as managing money. It’s important your money works as hard as you do.

How can we help you today?

WHAT WE DO

Investing is a journey.

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. As independent SEC-registered investment advisers, we are fiduciaries. This means we act in the best interest of our clients at all times.

Our holistic approach to investment management includes financial planning so that we can best manage and counsel clients on investment and financial matters. Our clients’ financial planning needs drive our strategies. As clients transition from one stage of life to the next, we are there to guide them along the way.

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. As independent SEC-registered investment advisers, we are fiduciaries. This means we act in the best interest of our clients at all times.

Our holistic approach to investment management includes financial planning so that we can best manage and counsel clients on investment and financial matters. Our clients’ financial planning needs drive our strategies. As clients transition from one stage of life to the next, we are there to guide them along the way.

“We are making an important investment in our next generation, the community and the environment in which we live.”

– 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.

Weekly TGIF

October Shakeout

The recent price action has shaken investor psyche and has many wondering whether this Bull Market is already over. We still think there are higher levels to be had for the S&P and DOW after this corrective action runs its…
October 19, 2018
Dark and Early

Monday – October 15, 2018

Market opened in the red to begin a new week after a completely brutal go last week. It was the worst for stocks since March. Friday brought some reprieve to the harsh selling, which ended the 6-day slide. Investor eyes…
October 15, 2018
Weekly TGIF

October Shakeout

The recent price action has shaken investor psyche and has many wondering whether this Bull Market is already over. We still think there are higher levels to be had for the S&P and DOW after this corrective action runs its…
October 19, 2018

QUESTIONS

Contact Us

Thank you so much for your interest in Bedell Frazier. If you are interested to learn more or have any questions about our services, please fill out the form and be sure to include as many details as possible so we can best understand your needs.

Two Walnut Creek Center, 200 Pringle Avenue, Suite 555
Walnut Creek, CA 94596
questions@bedellfrazier.com
1-800-783-0344  |  925-932-0344