Bedell Frazier Investment Counselling Employee Directory
Financial ServicesCalifornia, United States2-10 Employees
Bedell Frazier Investment Counselling operates as an independent investment advisory firm registered with the SEC, based in Walnut Creek, California. Established in 1975, it focuses on creating and actively managing customized portfolios aligned with each client's objectives. The firm emphasizes a fiduciary duty to act in its clients' best interests and adopts a holistic approach to formulating and maintaining a financial plan for life's needs. Its services target individuals seeking tailored asset management rather than generic guidance, offering ongoing portfolio oversight and financial planning. Positioned as an independent alternative within the financial services industry, it prioritizes client needs and a road-mapped approach to wealth management. More information can be found on its website at bedellfrazier.com.