helping you navigate the financial markets through active portfolio management
Our Firm
We are a financial advisory firm that specializes in alternative solutions for active investment management. Our strategies are custom tailored to meet the suitability standards and financial goals of each client. Every client’s investment portfolio is managed, individually and independently. We are dedicated to helping our clients meet and exceed their financial goals.
providing custom tailored solutions that work to mitigate risk, generate revenue, or lower cost basis
Our Difference
We believe active portfolio management and option trading is underutilized in the asset management industry. At Fraser, we specialize in employing option strategies in our client’s portfolios that work to generate income, reduce risk or lower cost basis. If your current advisor does not offer these individualized services and you wish to diversify your active investment management strategy with a personal fiduciary, let’s talk.
specializing in positioning portfolios to take advantage of opportunity in market volatility
Our Philosophy
We take our fiduciary responsibility seriously and, at all times, act solely in the best interest of each client. Every investment decision is made with the individual client’s best interest in mind. We are a fee-only firm, so you can be confident that our fees are transparent and there are no hidden commissions or conflicts of interest with our recommendations. Fiduciary is not only our obligation; it is our passion.
as financial stewards we are committed to placing our clients best interest first; always
Our Take
If you are curious about our ideas on current market conditions or the strategies we utilize for portfolio management, we invite you to read our blog.