Investment Management and Investment Counselling are our two interconnected services 

Investment Management

Bedell Frazier delivers a sophisticated and high-caliber offering to the individual investor. We utilize a time-tested system in which a portfolio manager is responsible for the portfolio, assuring that it reflects the needs, goals and preferences of the client.

Our custom, balanced portfolios are developed with a mix of directly owned stocks and bonds (rather than mutual funds). Maintaining this traditional approach of investing along with a long-term investment philosophy, allows us to maximize total returns, minimize taxes, and reduce risk. In addition, this approach helps manage cash flow and hedge long-term investments during volatile market periods.

 

Investment Counselling

Investment counselling is the diagnostic process that Bedell Frazier uses in order to create a plan for the future. It is the plan that determines the investment strategy.  We help develop a roadmap for life that navigates the years ahead.  As lifestyles change, so will financial goals. We help guide you through life so you control your finances instead of letting them control you.

Our counselling capabilities include:

Retirement Planning
Tax Strategies
Estate Planning
Educational Funding
Executive Stock Options & Grants

 

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