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 advisors, 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 services that are focused on low-cost, tax-efficient investments with transparency and liquidity.
We are thinkers and we are doers.
Investment management is the process of making decisions on how investable assets should be positioned to meet goals. At Bedell Frazier, we have a team approach. We research possible investments using both Wall Street and internal analysis, we then choose the most appropriate investments for each client based on their investment objectives. We transact and actively manage a portfolio of assets for clients. We use primarily individual stocks, bonds & ETFs for managing assets. Our clients look to us to grow their savings in a responsible and measured way. We manage risk for our clients by using complex analytical tools that help navigate different market cycles. Our investment strategies are not static, they are dynamic and actively shift with the economic and market cycles.
Investment Management is for anyone with investable assets. If you don’t feel capable, confident or prepared to make investment decisions for your own assets, a professional investment manager may be the right solution. Managing your life savings is a very serious responsibility. Some people can be very emotional regarding investments, we take the emotion out and remain disciplined in our investment approach. Our firm is focused on managing investment assets for families and individuals. This has been our focus since the firm was founded over 40 years ago.
No matter what stage of life you are in or what month the calendar falls, now is the best time to talk with an Investment Manager. There may be some specific strategies that are applicable before the end of a calendar year or before tax filing deadlines, but developing an investment plan and executing that plan for your assets is a long-term venture. It’s never too early or too late to start the conversation.
At Bedell Frazier, we discuss investment goals with clients to develop an investment plan to meet their goals, including long and short-term objectives. Once that plan is in place, we execute the plan, buying and selling investment securities to position your assets to meet your goals. Investment Management is the advice we provide and the implementation of that advice.
We are fee-only advisors meaning our fee is based on a percentage of assets under management. This aligns our incentives with our clients, to grow and protect assets.
Our fee-only structure is simple and transparent. We have no hidden fees.
Talk to one of our Investment Managers today and let’s see where we can take you.
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