Investment Management Services

We are invested in you.

Bedell Frazier is in the business of life. Your life. When you succeed, we succeed.

How We Help Our Clients

We bring a holistic approach to the modern world.

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.

Mike Harris - Bedell Frazier Investment Counselling, LLC - Registered Investment Advisor - Investment Management - Financial Planning - Bay Area - Walnut Creek, California

Our Approach

We do things differently. We do things dynamically.

Our holistic approach to investment management includes financial planning services that are focused on low-cost, tax-efficient investments with transparency and liquidity.

BFIC Team - Bedell Frazier Investment Counselling, LLC - Registered Investment Advisor - Investment Management - Financial Planning - Bay Area - Walnut Creek, California

Your unique financial planning needs drive our investment strategies:

  • SEC-Registered Investment Advisors

  • Investment Planning, Strategies and Implementation

  • Investment Portfolio Management

  • Individual Stocks and Bonds

  • Risk Management

  • Tax Efficient Strategies

  • Protecting Wealth

  • Growing Assets

Our People

It Takes A Team

We are thinkers and we are doers.

Mike Frazier

Mike Frazier

President & CEO
Meredith Rosen

Meredith Rosen

Director of Client Experience
Mike Harris, CMT

Mike Harris, CMT

Director of Research & Trading, Portfolio Manager
Richard Welty

Richard Welty

Vice President & Senior Portfolio Manager
Debbie Mitchell, CFA, CFP

Debbie Mitchell, CFA, CFP

Advisor & Financial Planner
Justin Amit, CFA

Justin Amit, CFA

Global Portfolio Analyst
John Chang

John Chang

BFIC Partners - Mike Frazier - Meredith Rosen - Mike Harris - Bedell Frazier Investment Counselling, LLC - Registered Investment Advisor - Investment Management - Financial Planning - Bay Area - Walnut Creek, California

We Are Financial Thought Leaders

We have had the honor of being featured in many of today’s top market and financial publications.

Investment Management FAQs:

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.

When our clients succeed, we succeed.

Talk to one of our Investment Managers today and let’s see where we can take you.

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