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FINANCIAL PLANNING + INVESTMENT COUNSELLING

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

Higher and Higher

The G7 Summit kicked off today in Great Britain. Atop the agenda is rebuilding the Western alliance and dealing with China. It's a tall order in the theme of returning to some normalcy. The problem…
June 11, 2021
Weekly TGIF

What Happened and Why it Matters

This sure was an eventful week, crammed into just 4 business days after the holiday weekend. The Dow and S&P notched back-to-back weekly gains in what's become some pretty choppy price action. Here's a summary…
June 4, 2021
Weekly TGIF

Higher and Higher

The G7 Summit kicked off today in Great Britain. Atop the agenda is rebuilding the Western alliance and dealing with China. It's a tall order in the theme of returning to some normalcy. The problem…
June 11, 2021
Weekly TGIF

What Happened and Why it Matters

This sure was an eventful week, crammed into just 4 business days after the holiday weekend. The Dow and S&P notched back-to-back weekly gains in what's become some pretty choppy price action. Here's a summary…
June 4, 2021