Our company was founded in 1975 by Judith Bedell, an entrepreneurial pioneer. It was one of the first woman-owned investment companies in the Bay Area. In 2002, Michael Frazier joined the company. Together with a team of experienced, trusted and dedicated professionals, we continue to promote financial well-being.
The secret to our success and longevity?
We design investment portfolios to fit our clients’ specific needs and lifestyles. We actively manage the portfolios and make necessary adjustments as lifestyle and market conditions change.
We engineer a custom, balanced portfolio, using a mix of directly-owned stocks and bonds (rather than mutual funds), to help our clients achieve their financial goals. This traditional approach allows us to maximize total return, minimize taxes, and hedge long-term investments during volatile markets.
Since we do not sell any products, our advice and investment decisions are completely independent. Our fee-based services align our incentives with our clients’ objectives; we do not charge commissions or transaction fees.
We communicate continually with our clients to deliver investment information and education on market events and trends through our Quarterly Newsletters, Weekly TGIF reports, and frequent emails. Educational client events and one-on-one meetings reinforce our dynamic investment strategies.
We are independent SEC-registered investment advisors. This means we act in the best interest of our clients at all times. It also means we are required to abide by strict laws and regulations set by the Securities and Exchange Commission.