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.
As partners, we are with them every step of the way. We are a 40-year old start-up that operates dynamically in everything we do. The key is creative and critical thinking with an emphasis on new ways and problem-solving. We bring the traditional approach to the modern world and act in the best interest of our clients at all times.
As partners, we are with them every step of the way. We are a 40-year old start-up that operates dynamically in everything we do. The key is creative and critical thinking with an emphasis on new ways and problem-solving. We bring the traditional approach to the modern world and act in the best interest of our clients at all times.
Services
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.
The key is creative and critical thinking with an emphasis on new ways and problem solving. Our holistic approach to investment management includes financial planning so that we can best manage and counsel clients on investment and financial matters. 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. Bedell Frazier was proud to be a Champion level sponsor this weekend at The Children's Health Guild Spring Gala and Auction. The mission of CHG is to provide the full circle of medical care for.
Early in 2016 we came up with an idea for our Bedell Frazier hat. We thought it would be fun to take it on the road, to see where it would show up. We invited you, our clients, to participate. The response was beyond our wildest dreams. The BFIC hat has traveled the world and reached every continent.
Investing for the future has always been important, but is more important today. Pensions and other company supplied retirement plans are a thing of the past. The responsibility of saving for retirement falls directly on the individual. The sooner one begins saving and investing, the better chance of success through the power of compounded growth.
