Skip to main content

BEDELL FRAZIER 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.

Weekly TGIF

2022 Update and Outlook

It's been a tough start to the year for investors. There's no way to sugarcoat it; This was a brutal week on Wall Street. The S&P 500 has declined 7% in January. This has been…
January 21, 2022
Events

2022 Market Outlook Event

We really enjoyed hosting our virtual event on January 19th! If you were unable to attend or wish to view again, we invite you to enjoy a video replay of our 2022 Market Outlook Event.…
January 19, 2022
Weekly TGIF

2022 Update and Outlook

It's been a tough start to the year for investors. There's no way to sugarcoat it; This was a brutal week on Wall Street. The S&P 500 has declined 7% in January. This has been…
January 21, 2022
Events

2022 Market Outlook Event

We really enjoyed hosting our virtual event on January 19th! If you were unable to attend or wish to view again, we invite you to enjoy a video replay of our 2022 Market Outlook Event.…
January 19, 2022