INVESTMENT COUNSELLING Bedell Frazier CONTACT US TODAY

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

2020 Hangover

It was a down week within an up month for the Market in a simply unprecedented environment. It's a new year, with the same challenges. January has been like a 2020 hangover. You're ready to…
January 15, 2021
Weekly TGIF

TGI-2021: Priorities & Perspectives

This eventful, unprecedented, horrific, contentious, resilient and record-breaking year of 2020 is coming to an end. The number of topics for discussion in summary are vast. I've done my best to chronicle the year over…
December 31, 2020
Weekly TGIF

2020 Hangover

It was a down week within an up month for the Market in a simply unprecedented environment. It's a new year, with the same challenges. January has been like a 2020 hangover. You're ready to…
January 15, 2021

We are financial first responders. During this time of crisis, we will continue to operate to serve our clients' financial needs.

 

Contact us today to see how we can assist you.

COVID-19 Update