What's going on in the world... Market opens higher, trying to catch a bid as stocks continue corrective price action. Oil has been a big story, with a 20% decline in 12 days time. That…
Mike FrazierNovember 14, 2018
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.
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.
Market opens lower to start the new week. It’s Veterans Day. The Bond Market is closed. It’s many of the same pressures that are weighing the Market down. We woke up this morning hearing that…
Mike FrazierNovember 12, 2018
The relentless selling in October is behind us, but November has maintained the volatile price action. The most expensive and perhaps contentious midterm elections are over. It was a split decision. Naturally, both political parties…
Mike FrazierNovember 9, 2018
What's going on in the world... Market opens higher, trying to catch a bid as stocks continue corrective price action. Oil has been a big story, with a 20% decline in 12 days time. That…
Mike FrazierNovember 14, 2018
Market opens lower to start the new week. It’s Veterans Day. The Bond Market is closed. It’s many of the same pressures that are weighing the Market down. We woke up this morning hearing that…
Mike FrazierNovember 12, 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
